Portfolio Ranking report

The Portfolio Ranking Report provides a ranking of relationships within a portfolio. The report ranks all of the relationships owned by the selected relationship manager.

To change the selected relationship manager:

1. In the toolbar, click the filter icon.

   

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2. Click the Relationship Manager drop-down, then select a manager.
3. Click Apply.

NOTE: You can only change the selected relationship manager to managers whose data you have access to as a result of your security permissions. For more information, see Understanding user roles.

You can also use the filter icon to change the Month/Year, ranking method, ascending/descending order, and display limit for your ranking report.

NOTE: By default, Axiom RPPS displays the information sorted by Risk Adjusted Return on Capital (RAROC) rank in descending order. The display limit allows you to, for example, limit your results to your top 10 results.