Customer
- Total activity 57
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Activity overview
Latest activity by Customer-
Customer commented,
With the Fabric <> Black Diamond integration, Fabric can pull in min, target and max allocations for sub-asset classes. We use Fabric to 1. understand the data in Black Diamond and refine target al...
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Customer created a post,
What is coming to the application in terms of data surrounding private assets?
Fabric is one of the only platforms that can provide risk analysis on private assets, what is coming to the application? Given MSCI's recent acquisition of Burgiss and Fabric partnering with MSCI ...
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Customer created a post,
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Customer created a post,
Calculating Risk Information for Private Assets
How is Fabric set up to look at hedge funds or private equity, something that is not mark to market on a daily basis? Is it based off of the historical data coming in from the performance reporting...
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Customer created a post,
Tax Optimization
PlannedA key value add for Fabric is including tax optimization into the guided rebalance feature. Tax implications while rebalancing portfolios is important in the decision making process. Some of my cl...
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Customer created a post,
Rolling up SMAs in Fabric to show as a single line item instead of the underlying constituents
I use Addepar for my performance reporting and have clients that hold various SMAs. When we pulled in client data from Addepar, the SMAs were not denoted as being an SMA and showed all underlying c...
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Customer created a post,
How do the constraints on guided rebalance affect the proposal?
I performed a guided rebalance with a few constraints and wanted to clarify the logic behind the guided rebalance constraints specifically prefering fewer trades and prefering less trades. For exam...
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Customer created a post,
Set a tax budget
PlannedA lot of clients come in with legacy stock positions that have a lot of unrealized gains and are not in the firm's desired strategy. It would be helpful to insert a tac budget, for example my clie...
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Customer created a post,
Customizable PDF reports
PlannedCreate customized reports to share with clients that include: Ability to Organize pages Custom Text Customize charts on pages Modular report generation Save versions of Report
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Customer commented,
Additionally, add MCTR & MCTE to the attribution chart.