Currency (CCY) Exposure - Equities
The pie-chart shows the currency exposure of your equities portfolio versus the Canopy peers.Â
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 (pie chart) - Canopy Asset Class classification → for fair and equal peer comparison amongst all Canopy clients.