Geographical Exposure Peer Comparison Dashboard

Owned by Zi Xin Ng (Unlicensed)
Last updated: Dec 07, 2018

Introduction

Geographical Asset Allocation Peer Comparison Dashboard, shows the geographical asset allocation of a customer and compares it to overall geographical allocation of the peer group. Salient features are:

  • Your Asset Allocation by Geography Pie Chart: The pie chart shows your asset allocation in the top 3 geographical location in terms of market value (USD) as of 30 November.
    • Geographical Location: This is taken from the Canopy website (and takes into account any overrides done by the customer).
    • Asset Allocation: Each pie chart is by itself an asset allocation chart which is exposed in the specified geographical location. The asset class definitions are as per Canopy website and take into account any overrides done by the customer)

PS: Assets for whom the geography does not matter (e.g. Cash, Deposits and Loans) or the information is not available with Canopy is excluded from this analysis.