Click one of the links below to view a sample PortfolioAnalyst report. Report samples are in PDF format.
Detailed PDF Report – TWR
Detailed PDF Report – MWR
Snapshot PDF Report – TWR
Snapshot PDF Report – MWR
Consolidated PDF Report - TWR
Consolidated PDF Report - MWR
Consolidated PDF Report with External Accounts - TWR
Consolidated PDF Report with External Accounts - MWR
Annual Performance Report for Canadian Clients
Detailed Models Report
Last updated on March 20, 2025