Geography Concentration by Market Value

Owned by Shashank Gulati (Unlicensed)
Last updated: Feb 26, 2019 by Yash Timbadia (Unlicensed)
1 min read

Introduction

 Geography Concentration by Market Value Dashboard, shows the geographical asset allocation of a customer and compares it to overall geographical allocation of the peer group.

Salient features are:

  • Comparison with Peer: Top 3 Geographical Concentration (by Canopy Asset Class)
    • Includes assets of your peer group: Your own assets are also part of it, but since the peer group is usually substantial your own assets typically will not have a measurable influence on this chart
    • Ignores asset allocation: This chart only shows the relative amounts invested in each geography (without showing the asset allocation in each geography)
  • World Heat Map:
    • Shows the number of countries around the world in which the client holds assets. 
    • Light green being the lowest while dark green being the highest value of invested amount. 

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.