Articles on: Portfolio Analytics

What can I do on the Allocation Equities page?

Here are the main things you can do on this page:

On Summary you can view the equity portion of your portfolio allocation by sub-asset class, geography, currency, sector/strategy, custodian/account and industry
You can also see your top 10 equity positions

A few tips to help you make the most of our Allocations Equities page:

You can change the Geography Allocation data from the default of Region of Risk to: Region of Issue, Alt Region of Risk, Classification
You can change the date shown from the default of Exposure to either Market Value or Exposure

Updated on: 05/04/2023

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