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Shows the actual cash flow in the portfolio |
how to use the capability
Chose a fund
Choose Measure: e.g. net cash flow
hover over a pile diagram and show the quarterly positions
Click on 2022-Q3 position“drilldown by”: Fund
drill down to individual fund, which caused the contributions in a quarter
Click on the quarter of interest
left-click: drill down , by fund
right-click on bar chart
Switch back to entire portfolio using the home navigation
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Cluster Analysis
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This reports clusters the funds on their TVPI Performance by all measures This allows you to find out with Vintages perform best |
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