Fund Look Through Dashboards
Overview
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
- Sector
- Country
Types of analyses
Users can view their overall exposures according to User specified filters such as:
- Canopy Asset Class
- Custodian
- Account Display Name
- Security/Ticker
In addition, Users can choose to view these breakdowns according to:
- Absolute Market Value
- Percentage of total Market Value
Asset Class breakdown
Users can view overall Asset Class exposures of their portfolio on Fund Look Through.
Interactive version of the dashboard below can be seen here
![Asset Class breakdown.png 1130](https://files.readme.io/881f679-Asset_Class_breakdown.png)
Note: "Other" category contains Private Funds, Insurance, Derivatives, Real Estate investments.
Sector breakdown
Users can view overall portfolio Sector exposures on Fund Look Through.
![Sector breakdown.png 1123](https://files.readme.io/e4b8ebf-Sector_breakdown.png)
Note: "Other" category contains Private Funds, Insurance, Derivatives, Real Estate investments.
Country breakdown
Users can view overall portfolio Country exposures on Fund Look Through.
![Country breakdown.png 1125](https://files.readme.io/9f29836-Country_breakdown.png)
Note: "Other" category contains Private Funds, Insurance, Derivatives, Real Estate investments.
Updated over 2 years ago