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changes.mady.by.user Yash Timbadia (Unlicensed)

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changes.mady.by.user Ben Rigby (Unlicensed)

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Introduction

This Dashboard, shows the change in asset allocation of a customer between 1 January 2018 to 31 December 2018 and compares it the peer group. Salient features are:Image Removed 

Red dot: 1 January 2018

Blue Dot: 31 December 2018

% figure: change in asset allocation

(Please note: The asset class definitions are as per incorporated from Bloomberg website and does not take into account any overrides done by the customer)


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