Family Tree

A typical family's holding structure is a mix of corporate entities and trusts, that are owned in varying percentages by various family members. Canopy can help you visualize this complexity and also tell you the values on any particular day

Interactive version of the dashboard below can be seen here

Asset Allocation

Asset Allocation is usually the first analysis that any investor does. Canopy users can configure all sort of dashboards depending on their requirements.

Equity Asset Allocation Dashboard

This dashboard shows the equity holdings as well as various metrics on any given date.
Interactive version of the dashboard below can be seen here

Bonds Asset Allocation Dashboard

Fixed Income is a very important category for Canopy customers. Typically investors track

• Rating Profile
• Maturity Profile
• Yield to Call/Yield to Maturity
• Coupon
• Geography / Industry / Currency distribution

This dashboard shows the bond holdings on these various metrics for any given date.
Interactive version of the dashboard below can be seen here

Historical Evolution of Asset Allocation

Often it makes sense to see how your asset allocation has evolved over time. Canopy allows you to slice and dice this dashboards based on

• Asset Classification (whether Canopy Asset Class or User defined Asset Classes)
• Custodian
• Portfolio (we can them Child Accounts)
  etc.

Interactive version of the dashboard below can be seen here

Geographical Asset Allocation

In this chart the size of each pie chart is proportional to total assets in that location. And each pie chart itself is an asset allocation chart for that jurisdiction. Interactive version of the dashboard below can be seen here

Compare Asset Allocation across portfolios

Sometimes you need to compare asset allocation across two portfolios. Canopy allows you to do this quite easily (and on a scale of 100 if required)
Interactive version of the dashboard below can be seen here