Mckenna Gray

If you have household portfolios set up you can add targets and proposals to the household.  If you do not have household portfolios set up you can only create targets and proposals for the underly...

You are unable to delete a target from a client's portfolio only edit a target. You can remove the target from the report which doesn't unlink it to the client. Once a client has a target they will...

No. You are able to use Fabric without IPSes.

Creating custom risk report views is coming to the Fabric application. You will have the ability to select the charts, metrics, and data you want to see, ensuring that you have a clear view of what...

Fabric is building in sales enablement which is the ability to pull in prospect portfolios, compare them against your models and select difference strategies that you use and then assign them and s...

It depends on how many private assets that you have. Option 1: Using your custom attributes (From your performance reporting system or Fabric’s taxonomy), you will assign risk proxies on an attribu...

It's a little bit of both and it depends on which one we're talking about. MSCI’s private equity model that covers private equity and private credit, the hedge fund model, private real estate model...

Client constraints are the general set of asset allocation preferences that need to be accounted for when performing a rebalance. Broadly, these can be classified into IPS bounds and asset-specifi...

Thank you for sharing, we will let you know if this is part of the 2024 feature pipeline.

Fabric is looking into more ability to analyze Fabric's assets and will share an update soon.