Rev. Date September 1, 2023
What constitutes usage of restricted data in Report Lab?
When a Restricted Investment is used:
As an object in a Report
As a common benchmark or as a component of a composite benchmark
As a benchmark for an Investment that is added to a view and a block has "Individual Benchmarks" turned on.
As a “shock” input in Scenario Analysis, soon to be renamed Sensitivity Analysis
In a Portfolio as either an investment or benchmark
In a composite benchmark that is then added to a Report as a subject or benchmark, or as the individual benchmark to a subject added to the view
As a CMA input and if a Report contains any forecast values
Active forecast for the workspace may not use restricted data as a CMA input (i.e. MSCI ACWI)
As a proxy on any investment added to a Report or as a proxy for any investment within a portfolio or as a Public Market Proxy for any Private Capital/Assets