Average Credit Quality for Model Portfolios (Qualitative not Quantitative)
Under Consideration
Could have sworn we had this recorded somewhere, but maybe not. Would like the average credit quality displayed with a qualitative output such as BBB rather than a numeric value like 10.
Requested by Rich Faria at Columbia (3 users at $7,200 but a lot of upside for their entire salesforce)
Also has been requested by Lord Abbett $97k
I like this idea
Scott Sample at John Hancock - $132k
Not only for model portfolios, would simply like to see the qualitative metric when comparing mutual funds.
Scott Sample at John Hancock - $132k
Not only for model portfolios, would simply like to see the qualitative metric when comparing mutual funds.
Requested by Bobby Barnes at John Hancock - $132k
Requested by Bobby Barnes at John Hancock - $132k
Requested by Danan Kirby at Thornburg $57k
Requested by Danan Kirby at Thornburg $57k
CJ Baxter - Axia Wealth - $3,840
CJ Baxter - Axia Wealth - $3,840
Not only for MPs but for use with single funds in the screener and comp tables.
Requested by Derek Cinquimani at Lord abbett- $117k
Not only for MPs but for use with single funds in the screener and comp tables.
Requested by Derek Cinquimani at Lord abbett- $117k
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