Concentration

Instructions

The Concentration widget allows investors to view Portfolio Exposure (and Parsed Exposure) by value and weight, broken out by long and short positions. The Concentration widget is summarized by asset class, sector, financial instrument, region, and country.

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

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

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

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

    Image of the PortfolioAnalyst concentration widget.

  3. A new page will populate with additional information regarding your concentration.

    Image of the PortfolioAnalyst concentration panel.

 

Additional Resources

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