Using the Policy Tree

Using the Policy Tree	Print
The data displayed on the Policy Tree page serves as a performance overview of a trust's portfolios. The page displays a single line of totals for each group/account. The columns on the Policy Tree are:

Column	Description
Group/Account	Group and account names sorted alphabetically by group.
Report Fields	Variable; You can modify the report fields displayed on the Policy Tree Filter page or by selecting a new metric from the drop-down list above the time periods on the right of the screen.
Time Periods	Variable; You can modify the time periods on the Policy Tree Filter page.

You can view Policy Tree data on a daily or a periodic basis. You can toggle between the two frameworks by clicking Returns in the top menu and selecting the reporting option that appears below Policy Tree.

To change report fields:

Click the Filter link.
On the Policy Tree Filter page, add or remove report fields as desired.

To change other data displayed on this page:

Select an alternate value from any of the available drop-down lists.
OR
Click the Filter link and make your changes on the Policy Tree Filter page.

Note:

Parameter changes that you make on the Policy Tree page are effective only during the current session. To save parameter changes beyond the current session: click the Filter link, make changes on the Filter page, then click Save as Default.

Fundamentals updates the page based on your selection.

Parameter	Default	Options
Trust	Last accessed	Select a trust from the drop-down list.
Reference Date	Filter	Select a different reference date from the drop-down list or on the Filter page.
Time Period	Filter	Select a different time period on the Filter page.
Asset Class	Filter	Select a different asset class from the drop-down list or on the Filter page.
Metric	Rate of Return	Select a different measurement option from the drop-down list.
Index Display	Filter	Select the alternate index display option on the Filter page. (Daily Reporting Only)
Account Display	Filter	Select the alternate account display option on the Filter page. (Periodic Reporting Only)

Notes:	You can change the default time periods displayed by changing your Policy Tree Filter. The time periods available are different for daily and periodic reporting. The data totals for Standard Deviation, Sharpe's Ratio, and Information Ratio are not applicable for under a year.

To use the links above results window:

Click the Expand All link to see data for every level of detail in the tree.
Click the Expand to Groups link to see data for all groups, including those nested in larger groups. (The lowest level of detail will remain collapsed.)
Click the Collapse All link to see data only for the highest level of the tree.

Note:

Expand All automatically changes the current view to Policy Hierarchy.

Click the Export link to send report data to another software tool.
Click the Filter link to change report parameters.
Click this Help link to read information specific to the current report.
Click the View Messages link to see details about missing data in this report. This link appears only if some of the data you request is not available.

Fundamentals Overview

Modifying Global Reporting Preferences