Holdings Heat Maps
- Multi-portfolio weight views
- Easily identify average and median deviations
- Benchmark and target weight comparisons
Single Portfolio Summaries
- Easy visual and client reporting highlights
- Asset allocation weights
- Sectoral weights
- Currency exposure
- Mark-to-market tracking
Alignment Trades
- Maintain benchmark, target exposure across multiple portfolios
- Passive, average and aggressive calculation options
- Client-specified parameters based on averages, medians, price movements