Portfolio Reports

Portfolio Reports

Our suite of portfolio-level reports allows you to evaluate the collective risk of all the companies within your portfolio. Portfolio reports still use the FHR and five risk categories as the basis of analysis, just like the company reports. However, these reports are presented in a format that is conducive for assessing a large number of companies. Portfolios are easily set by the user. Portfolio-level reports include:

  • Portfolio Risk Report: Highlights the most meaningful FHR changes of the review period as well as aggregate summary characteristics and the distribution of risk across five risk categories.
  • Matrix Report: Presents a heat map with five years of FHR history for each company.
  • Ratio Comparison Report: Displays the FHR and underlying risk ratios for each company in the portfolio for the latest three fiscal periods and can be customized to show only ratios relevant to you.
  • Company Comparison Report: Compare a customized group of public and private companies to provide context, benchmark, and better understand comparative strengths. Includes recent FHR® trends and key financial indicators.

 

 

PortfolioRisk