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
Thank you!