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Always Report as IRR on Position Performance Report

Some securities, most frequently committed capital, are best reported as IRR only. This commonly occurs when the manager of a fund controls when flows occur. In these cases, you can report a security as IRR only on the Position Performance report, even when the report is set to display TWR. This setting is available on the Reporting tab for the individual security.

For more information about maintaining securities, see Maintain Securities.

For more information about using securities, see Learn More About Assets, Liabilities, Securities, and Categories.