Some of the strategies have tabs that show all six tabs (Asset Allocation, Holdings, Characteristics, Growth of $1000, Summary Stats, Historical Returns), while other strategies only have three tabs (Asset Allocation, Holdings, and Characteristics).
“Sleeve Allocation” only appears for multi-sleeve UMA Models. The other tabs are filled in when the model or strategy has long enough performance history.
In the Model Center, when looking at the Summary Statistics for a model, it gives an “Average Return.” What is the timeframe for that stat?
The Historical Returns tab gives this information and it is based on the maximum common timeframe. Future platform enhancements will make this clearer.
Will I be able to white label the front page with my firm’s logo?
Yes.