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Restricted Data in Report Lab

Alex Pappas avatar
Written by Alex Pappas
Updated over 10 months ago

Rev. Date September 1, 2023

What constitutes usage of restricted data in Report Lab?

When a Restricted Investment is used:

  • As an subject 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 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

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