Overview of Insights Emails

Canopy emails 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