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Where can it be found in the solution
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Report: Value development
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this shows the expectation on the value development of the Portfolio |
Options to use the report
Switch from Aggregate Portfolio to individual funds
Change projection years 9
good to know:
as most funds in the portfolio will be closed by the year 9 the remaining NAV is nearly 0 and the net gain is stagnating
Cashflow projections: Portfolio projections
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To provide treasury the expected cashflows by investment vehicle this report can be exported to excel |
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