
Calculating Drawdowns
Instead of using a script formula, use the new Drawdown tool in Optuma 2 to easily view current, maximum, and average drawdowns.
Read moreInstead of using a script formula, use the new Drawdown tool in Optuma 2 to easily view current, maximum, and average drawdowns.
Read moreDavid Cox, a Portfolio Manager at CIBC Private Wealth Management, shares some of his favourite charts.
Read moreIn this session we take a look at the new online publishing features of Optuma. This system allows clients to privately share analysis via a private web site, or publicly share them so that the analysis can be searched.
Read moreIn this second session on publishing we will be taking a detailed look at how Optuma can work with Word and PowerPoint to create a custom reporting solution.
Read more