These Are a Few of My Favourite Things (or Charts)
David Cox, a Portfolio Manager at CIBC Private Wealth Management, shares some of his favourite charts.
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Calculating Drawdowns
Learn how to create a custom tool to calculate average and maximum drawdowns, and download a workbook example.
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Formidable Style
Read morePublishing Part 3
In 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.
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In 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.
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