Fund Summary Part - Issue with Calendar Year Display

Hello! Yes, Here is a screenshot we took earlier this year. We added a disclaimer to the Net Investment Activity line because we were getting so many questions.




As you can see, the Net Investment Activity line is showing as $0 because there are no investment results in yet for the calendar year, but this is confusing to the donor because in realitythere is activity, it just isn't showing yet. 


We also use the Fund Summary part on a separate page to break down Net Investment Activity (a feature requested by our donors). In this screenshot, you can see it is doing the same thing:





Unfortunately, some of our fundholders visit our site in January to view how their net investment activity ended up for the previous calendar year (1/1/2015-12/31/2015) but as soon as 1/1/16 hits, that information is no longer available because the fundholder doesn't have the option to view the information for the previous calendar year.


We receive our investment results from our investment manager at least one month after the end of the investment period, after which they are entered in our system. So, the Net Investment Activity lines remain at $ until we receive the January 30 numbers from our investment manager (usually in late Feburary) and can enter them in. so there is about a 6 week period in the beginning of the calendar year where this information is inaccurately stating $0. Does that make sense?


I'm not sure what,exactly, the answer is to rectify. In a perfect world, a custom part specific to displaying investment results (like we have for contributions and grants) that allows for date range specificity would be ideal. But if that isn't possible, an option to view previous calendar year data using the fund summary part may be helpful. Do you have any other ideas we might be missing? Thank you!

My apologies.. I responded to this via the "reply by email" feature yesterday but it doesn't look like it went through? Our URL is cnycf.org.