7/25/2007

 Kelsie Langston

 Producing performance reports can be a challenge for some PortfolioCenter users when problems arise. Do you know what to do when your report shows two dots (..) instead of a return percentage? Do you know how to explain to clients why their time-weighted return is positive even though they have an investment loss? This session will simplify the process of troubleshooting performance calculations and highlight best practices for preparing performance reports in PortfolioCenter. Our staff will show you proven techniques for resolving common errors that will save you time and help you produce more accurate reports. This session is for clients of Schwab Performance Technologies, particularly anyone responsible for producing performance reports in Centerpiece or PortfolioCenter.