Page Comparison

Aggregation

• The reporting engine should be flexible to aggregate attribution effects to derived segments

Scope is Portfolio

• the interface should always deliver data on the scope of a single portfolio

• the interface delivers key figures also on portfolio level (no aggregation needed)

Benchmark Data

• benchmark data is inherently delivered as part of the analysis (see figures)

Breakdown Segments & Sorting

• should be included in the same manner as with Valuationsee also Cinnamon Data Interface - Segmentations

Models & Figures

• the attribution model can be chosen / setup on the Portfolio Management System side while the reporting engine is flexible towards new models as well as the number of figures and their effects

• aggregation of figures as with Valuationand decomposition of figures with effects, see also Cinnamon Data Interface - Figures & Effects