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  1. board portal

    160 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Aimee Addison supported this idea  · 

  2. investment performance

    16 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Aimee Addison commented  · 

    Agreed!! It would be nice if there was a way to pull an investment report that shows time weighted rate of return instead of dollar weight of return. The TWRR measure is very important in comparing the returns of investment in an account because it eliminates the distorting effects on growth rates created by inflows and outflows of money.

    Thanks!

    Aimee Addison supported this idea  ·