Investment Themes

Instructions

The Investment Themes Widget lets you gain visibility into how a portfolio aligns with key investment themes. The key features have been listed below.

  • Prioritized view: Themes are automatically sorted by strength and then weight, surfacing the most aligned themes first

  • Drill-down analysis: Expand any theme to reveal underlying companies and the companies rank within the theme

  • Performance tracking: View Unrealized P&L for each company to monitor theme-based performance

  • Complete coverage: Unmapped positions are displayed separately, ensuring full portfolio transparency

To navigate to the Investment Themes widget, follow the steps below.

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

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

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

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

  4. Click the Investment Theme name to launch a sidecar with additional details regarding that theme.

  5. Click the arrow next to any Investment Theme to expand it and see your holdings, including the Description, Weight %, Unrealized %, and Unrealized P&L.

  6. Click the Company name to launch a sidecar with additional details regarding that company.

  7. Click the Investment Theme Disclosure button to view the disclosure document.

 

Additional Resources