Canopy's Fund Look Through on Analytics provides Users the ability to view their portfolio exposures on a granular level, by combining Morningstar Fund breakdown information across the following:
- Asset Class
Users can view their overall exposures according to User specified filters such as:
- Canopy Asset Class
- Account Display Name
In addition, Users can choose to view these breakdowns according to:
- Absolute Market Value
- Percentage of total Market Value
Users can view overall Asset Class exposures of their portfolio on Fund Look Through.
Interactive version of the dashboard below can be seen here
Users can view overall portfolio Sector exposures on Fund Look Through.
Users can view overall portfolio Country exposures on Fund Look Through.
Updated 10 months ago