Good afternoon,
I'm trying to build an equation that will assign a particular value to a data set depending on if that value is <, between, or > than a certain value. Disregard flows for now, that will be coming from a separate spreadsheet. The remaining five categories are all on one spreadsheet.
For example, the formula would read something like if the alpha for 1yr <50 = 0. If it was between 50 - 75 =.50 and if it was >75 = 1.25. Lather, rinse, repeat for the remaining data points...
Any help on this is greatly appreciated! Thank you
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I'm trying to build an equation that will assign a particular value to a data set depending on if that value is <, between, or > than a certain value. Disregard flows for now, that will be coming from a separate spreadsheet. The remaining five categories are all on one spreadsheet.
For example, the formula would read something like if the alpha for 1yr <50 = 0. If it was between 50 - 75 =.50 and if it was >75 = 1.25. Lather, rinse, repeat for the remaining data points...
Any help on this is greatly appreciated! Thank you
Total | % Weighting | |||||
Flows | 1yr | 5 | 5% | |||
3yr | 5 | 5% | ||||
10 | 10% | |||||
Performance (Percentile Peers) | 1yr (20%) | < 50 | 50 - 75 | > 75 | Total | % Weighting |
Alpha | 0 | 0.5 | 1.25 | 1.75 | 1.75% | |
Sharpe | 0 | 0.5 | 1.25 | 1.75 | 1.75% | |
Peers | 0 | 1 | 1.75 | 2.75 | 2.75% | |
3yr (45%) | < 50 | 50 - 75 | > 75 | Total | % Weighting | |
Alpha | 0 | 1.75 | 2.5 | 4.25 | 4.25% | |
Sharpe | 0 | 1.75 | 2.5 | 4.25 | 4.25% | |
Peers | 0 | 2.75 | 3 | 5.75 | 5.75% | |
5yr (35%) | < 50 | 50 - 75 | > 75 | Total | % Weighting | |
Alpha | 0 | 1.25 | 2 | 3.25 | 3.25% | |
Sharpe | 0 | 1.25 | 2 | 3.25 | 3.25% | |
Peers | 0 | 2 | 2.5 | 4.5 | 4.50% | |
0 | 12.75 | 18.75 | 31.5 | 31.50% | ||
Yes | No | % Weighting | ||||
Performance (Bench) | 1yr (20%) | 0 | 5 | 5.00% | ||
3yr (45%) | 0 | 12.5 | 12.50% | |||
5yr (35%) | 0 | 10 | 10.00% | |||
0 | 27.5 | 27.50% | ||||
Total | % Weighting | |||||
Morningstar | ***** | 0 | 0.00% | |||
**** | 0 | 0.00% | ||||
*** | 0 | 0.00% | ||||
** | 2.5 | 2.50% | ||||
* | 5 | 5.00% | ||||
7.5 | 7.50% | |||||
Total | % Weighting | |||||
Cost | Second Quartile | 2.5 | 2.50% | |||
Annual Report Net Exp. Ratio | Third Quartile | 5 | 5.00% | |||
Fourth Quartile | 7.5 | 7.50% | ||||
15 | 15% | |||||
Total | % Weighting | |||||
Management | PM Stability | < 3yr | 1.75 | 1.75% | ||
< 1yr | 2.5 | 2.50% | ||||
Assets | < $50M | 1.75 | 1.75% | |||
< $75M | 2.5 | 2.50% | ||||
8.5 | 8.50% | |||||
100.00 | 100.00% |
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