Investment Pacing

Shows the actual cash flow in the portfolio

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