To maximize the benefits of Canopy we have started to send weekly Insights emails. These emails provide you with additional views on the portfolio (examples of the reports are included in the giphy).
Details of insights:
- Geographical Asset Allocation Peer Comparison Dashboard
- Geographical & Asset Allocation Peer Comparison Exposure Peer Comparison Dashboard
- Asset Allocation by Custodians Dashboard
- Free Cashflow insights Dashboard
- RM Insights - Custodians Performance (DM Bonds) Dashboard
