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). you insights on your portfolios, weekly as transactions get updated.
Get a variety of updates on your asset allocation, performance along with special dashboards we prepare in response to geopolitical events.
Details of insights:
- Fund Fee vs IRR
- Canopy Cashflow Generated Dashboard
- Geographical Asset Allocation Peer Comparison Dashboard
- IRR vs Profit (USD) Dashboard
- Currency Exposure Over Time Dashboard
- Bond Ratings vs IRR Dashboard
- Fund Performance (IRR) by Investment Strategy
- Sharpe Ratio v/s Returns
- Market Value by Geographical Concentration Peer Comparison Dashboard
- Equity Performance by XIRR Dashboard
- Bond Performance by XIRR Dashboard
- Fund Performance by XIRR Dashboard
- Asset Overview Dashboard
- US and China Portfolio Performance Focus Dashboard
- Currency (CCY) Exposure - Equities
- Currency (CCY) Exposure - Bonds
- Geographical & Asset Allocation Peer Comparison Dashboard
- Overall Asset Overview Dashboard
- Total Cashflow Generated Dashboard
- Asset Allocation Change in 2018 Dashboard
- Volatility v/s Annual Returns
- Portfolio ESG Allocation
- DM Bonds Performance Comparison Dashboard
- DM Equities Performance Comparison Dashboard
- EM Bonds Performance Comparison Dashboard
- Geography Concentration by Market Value
- Bond Asset Allocation Dashboard
- Equities Asset Allocation Dashboard
