You may have read about the basics of portfolios in Step 4: Setup a Portfolio. In this article, we'll go through in a little more detail, how to build and maintain portfolios. As a reminder, here at RapidRatings, portfolios are an efficient and digestible way to group companies and support our users in managing risk across the entire portfolio simultaneously. They allow you to run a host of reports for further analysis.
Here's how to build your portfolio:
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Determine the group of companies you'd like to look at. Our Client Services team can help provide best practices insights into how to determine this, based on your needs
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The Portfolio Manager section of the platform allows users to create new portfolios (Create button), or manage existing ones (listed with Edit or Delete buttons). It can be found under the "Rating Analysis" section.
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Companies can be added to new or existing portfolios one at a time, or in bulk from other existing portfolios
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Once you are finished, name your Portfolio, and click "Create". If you are editing an existing portfolio, be sure to select "Update" once complete!
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This is a valuable time-saving tool, since all RapidRatings clients have a “Master” portfolio that is supposed to serve as a repository private companies rated for you, and public companies the client has indicated interest in. You can find out more about the types of portfolios here: Portfolio types
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So for example, if you know you have a program manager who maintains such a master list, you can create a smaller portfolio for the subset you are looking for, using a simple add and click tool instead of searching
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To update or edit companies, you'll need to head back to Portfolio Manager, and click on Edit. RapidRatings does not maintain portfolios based on changing supplier lists, but we are happy to provide ad-hoc updates once you give us instructions
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All set on your portfolio? Make sure that you're all set for ongoing monitoring with Portfolio alerts |