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The bottom of the dashboard shows the largest 3 equity holdings in terms of market value when converted to USD versus your Canopy Peers.
Things to note:
Currency Exposure email template (page 1 pie chart) - Canopy Asset Class classification → for fair and equal peer comparison amongst all Canopy clients.
Detailed report (page 2) - Client's asset class classification. → personalized detailed report to match the Exposure in the Visualizer.
