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See IRR Across Previously Held Positions

If you choose, you can see returns for closed accounts. When you enable the enhanced performance calculations, your reports can include IRR across previously held positions. With the legacy calculation, the displayed IRR calculations conform to the period displayed for TWR, but with the enhanced calculation, IRR will display for any period requested.

You can enable this IRR functionality separately from the TWR revision, if desired. TWR and IRR will display both start and end dates, even if the IRR calculation is enabled by itself (the system cannot support two separate paradigms for reporting partial return dates simultaneously). This only impacts dynamic report hover text and PDF reports with Show actual return dates enabled for partial periods.

To take advantage of the enhanced calculations, contact your Tamarac Service Team. You will need to have intra-group flows enabled before you can use the enhanced calculations.