Asset Allocation by Custodians Dashboard

Owned by Yash Timbadia (Unlicensed)
Last updated: Jul 25, 2019 by Shashank Gulati (Unlicensed)
1 min read

Introduction

The pie charts show a breakdown of asset allocation of your CS Client in comparison to the overall CS asset allocation.

The table shows the top 10 most popular banks apart from CS and their consolidated asset allocations.

  • 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.