Allocation

Portfolio value and weight broken out by long and short and summarized by asset class, sector, financial instrument, region and country. Drill down to activities for individual holdings.

To navigate to this tool, please take the steps outlined below.

  1. Select Performance & Reports > PortfolioAnalyst > Navigate to the Allocation widget.

    • Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Allocation widget.

  2. Click the drop down menu and select the Asset Class

  3. Select the blue arrow icon in the top right corner to view additional details.