Calculating Drawdowns
Instead of using a script formula, use the new Drawdown tool in Optuma 2 to easily view current, maximum, and average drawdowns.
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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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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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