Image RemovedThe Investor Dashboard provides an overview of the portfolio.

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Sections of Investor Dashboard

KPI

• The KPI are displayed for the different regions.

• For more details on the KPIs please consult the glossary

Capital Account Information

• contains the capital account information

Development of aggregate portfolio value

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Regional breakdown

Sector Breakdown

Good to know

Drill into the portfolio

It’s possible to switch on this level to a individual fund or other breakdowns of the portfolio.

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Choose the “by fund” drill down to change the dashboard to the fund.

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- Value Bridge

• Explains how the Ending NAV is composed

• find more details in the Analytical Process documentation

Regional & Sector breakdown

Visualizes the share of the different regions / sectors