Run a portfolio analysis

Steps to run a Touchstone Re portfolio analysis on an established portfolio.

Before You Begin

Before you begin, ensure that:

  • The portfolio includes at least one company which in turn is associated with one or more exposure sets or CLFs (company loss files).

  • One or more reinsurance programs has been applied.

Note:

Losses can be saved to a currency of your choice. Losses may also be saved to a specific Results database. Both decisions are made in the Analysis management pane.

Portfolios > [Portfolio]

Procedure

  1. In the Portfolio pane:

    • Verify the portfolio parameters are set for this analysis; companies included in the portfolio are included in the portfolio listing in the lower part of the panel (and not in the Master Portfolio listing).

    • Click .

  2. In the New Portfolio Loss Analysis pane:
    1. Make the following adjustments (top of pane) if appropriate:

      • Select a different portfolio from the Portfolio menu.

      • Click to return to the Portfolio pane to edit parameters.

      • Indicate whether to include the loss results in Analyze Re rollup.

      • Select another template from the Template menu.

    2. Establish filter criteria to apply to this analysis and/or assign (or exclude) UDCs.
    3. Establish loss diagnostics in the following sub-panes:

      For more information on each field click (upper right corner of the sub-pane) to display the online help.

    4. Enter a name for this analysis (lower right).
    5. Click Run.
  3. To monitor the progress of this task, see the Activity Monitor. The Status column in the Activity Monitor indicates when the analysis is complete.
  4. Refresh the Portfolio pane then (left column):

    • Open All Portfolio Results > Recent > [Analysis] to view results specific to this loss analysis.

    • Open All Portfolio Results to view all results associated with this portfolio.