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InvestWell Corporate - SQL
Help with reports
started a topic
about 2 years ago
for a given portfolio, can we get these details extracted to excel so we can present analysis to clients on portfolio details...
ideally this can be in excel
2. Modified Duration
3. Expense Regular
4. Expense Direct
5. Net YTM Regular
6. Rating Mix as provided by value research as shown in attachment
7. Historical performance data
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