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how to use the capability

  1. Choose Measure: e.g. net cash flow

  2. hover over a pile diagram and show the quarterly positions

  3. Click on 2022-Q3 position

  4. drill down to individual fund, which caused the contributions in a quarter

    1. Click on the quarter of interest

    2. left-click: drill down , by fund

    3. right-click on bar chart

  5. Switch back to entire portfolio using the home navigation

 

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Cluster Analysis

Info
  • This reports clusters the funds by the measures

    • TVPI

    • DPI

    • RVPI

    • IRR

  • This allows you to find out which Vintages and funds perform best

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