PM Dashboard Specific holdings and performance reports

In the "Portfolio" view, we have introduced a PM Dashboard with four distinct holdings and performance reports tailored for portfolio management. To access this new feature, just use the dropdown menu in the Portfolio view on the top right.

Multi Level Asset Allocation

This position report features a portfolio management-specific grouping of asset classes, further categorized by instrument type at the lowest level.

Asset Classes / Currency Allocation Detail

The asset classes currency matrix includes a drill-down feature to the position level. Funds are split according to their currency allocation, providing detailed insights.

Economic Exposure Asset Allocation

This report breaks down funds, forwards, swaps, futures and options by their economic exposure, allocating them to the portfolio management-specific grouping.

Performance Contribution

The existing performance contribution report now includes a portfolio management-specific grouping of asset classes. For instance, equities can be analyzed at a regional level, offering a detailed view of your risk and returns.

Tip:

You can set the new (2) PM Dashboard as your default portfolio view in (1) “Preferences”.