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Overview of RM Insights Emails
Overview of RM Insights Emails
- Yash Timbadia (Unlicensed)
- Shashank Gulati (Unlicensed)
Owned by Yash Timbadia (Unlicensed)
To maximize the benefits of Canopy we have started to send weekly Insights emails. These emails provide you with additional views on the portfolio (examples of the reports are included in the giphy).
Details of insights:
- Geographical Asset Allocation Peer Comparison Dashboard
- Geographical Exposure Peer Comparison Dashboard
- Asset Allocation by Custodians Dashboard
- Free Cashflow insights Dashboard
- RM Insights - Custodians Performance (DM Bonds) Dashboard
- RM Insights - Custodians CS Performance (DM Equities) Dashboard
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