Rev. Date May 9, 2023

This functionality is currently available on a limited basis for certain Venn users that are providing beta testing and feedback to the Venn team. Please reach out if you have any questions.

Studio is a space to create custom analyses and generate reports. For example, you can choose to select or remove metrics that are contained within an analysis block, choose the layout and order of the analysis blocks within a template, choose from a library of chart and graph styles for certain visualizations, and more. Once you’ve designed your preferred layout, you can then generate a report.

Upon entering Studio, there are a few guided templates that you can select from, with example investments and portfolios to use as a starting point for your analysis. Each template is intended to guide you through an example workflow:

Within each template, the “Studio Settings”, which are accessible near the top right corner of the page, control the configurations that flow through the entire Studio workbook. By default, all of the blocks on the page are “linked”, meaning that the top level configuration will drive the same analysis within each underlying block, such as the Date Range & Frequency, Benchmarks, and the Investments or Portfolios selected.

You can also customize the overall layout of the page, such as adding a block, removing a block, or reordering the blocks. Studio is unique in that you can choose to modify and “unlink” individual blocks from the overall analysis, and tailor these analysis blocks to meet your specific needs. Some examples of what you can modify within an individual block include:

Once you have finished customizing the individual analysis block, you will then be prompted to apply your changes.

When you have finished customizing the layout and any underlying analysis blocks, you can also choose to save the template as a new view, or export the report.

To begin customizing, click on the “Settings” icon at the top right of the analysis block. From this menu, you can choose from various options within “Setup”, “Customization”, “Metrics”, or “Format”. See above list of sub-options.

While the default setup within Studio references the same objects for each underlying analysis block (i.e. each block will display results for the same top level object(s)), you can choose to decouple any analysis block within Studio so that it displays results for a different object than the rest of the blocks. To do this, click on “Settings” at the top right of any analysis block, then “Setup”, and then the “unlink” toggle. This will enable you to make changes for any of the underlying settings that pertain to the reference objects, such as the date range and frequency, benchmark type, and the objects being analyzed.

For example, you can add a new analysis block that is specific to a different set of investments or portfolios, or perhaps just a subset of investments within a portfolio. This enables you to have an aggregated reporting framework that can reference different objects throughout. Previously, you would have needed to open separate analysis tabs, or export data/images and assemble a custom report outside of Venn.

Studio generally allows you to add up to 10 objects (investments or portfolios) in a single analysis block. [3]

How can I rearrange the analysis blocks?

Analysis blocks can be moved up or down the page by clicking the “up” or the “down” arrows, which can be found near the top right of any analysis block. They can also be removed by clicking on the “trash can” icon.

What type of analysis blocks can I add?

The “add” button allows you to insert various different types of analysis blocks that Studio offers:

What does the “copy” button do?

The “copy” button allows you to make a copy of any analysis block, which reproduces the contents of that block below the original one. This can be helpful to quickly experiment with different objects or variations of that original analysis block type.

How can I save my work in Studio?

When you’re ready to save your work, click the “Save View” button at the top right of the page. You can access your previously saved views within the “Reporting” page which is located on the left hand side of Venn. See this article to learn more about saved views.

How can I generate a report?

To generate a PDF report, click on the “Export” dropdown at the top right and then “Download PDF”.

How can I change the individual benchmark for an investment or portfolio?

In order to change the individual benchmark for an investment or portfolio, you can navigate to the Library page, search for the object, and change the assigned benchmark by clicking on “Actions” at the far right and then “Configure Benchmarks” from the dropdown. See more detail in this article.

How do I view the Allocator Panel to add/remove investments, change the allocations or zoom in on a strategy or investment?

Find the portfolio you wish to view on the configuration panel. Click the calculator icon which will say “View portfolio allocations” when you hover, and you’ll see the allocator panel pop up on the left. Click the “x” in the top right corner to collapse the panel.

[1] Percent contribution toggle is only available within the Factor Contribution and Performance Contribution analysis blocks. Toggling on the percentage contribution option will convert the absolute contribution into percentage contribution such that the column will then sum up to 100%.

[2] The ability to choose which factors as displayed does not affect the underlying methodology used in Venn’s Factor Analysis (see this article for more detail on the methodology), it simply allows you to control which factors are presented in the visual.

[3] The number of objects that can be added to an analysis block will vary based on the type of analysis block that you choose and the chosen format for certain visualizations. For example, Factor Exposure and Contributions, specifically in bar graph format, only support a single object, and only one metric can be selected. Upon request, we can also enable certain blocks, when “unlinked” from the top level controls, to accommodate up to 30 objects.

This document highlights certain aspects of this feature. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.