BOS Asset Allocation for RMs

Owned by Yash Timbadia (Unlicensed)
Feb 21, 2019
1 min read

Introduction

The pie chart on the top left shows the asset allocation breakdown of your BOS client while the pie chart on the right shows you the overall BOS asset allocation.

The table shows the top 10 most popular banks apart from BOS and their overall asset allocation

  • Asset Allocation: Each pie chart is by itself an asset allocation chart. The asset class definitions are as per Canopy website and take into account any overrides done by the customer.