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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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What is the process of mapping private assets in Fabric?
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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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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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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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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...