Asset Allocation Dashboards

Asset Allocation

Asset Allocation is usually the first analysis that any investor does. Canopy users can configure all sort of dashboards depending on their requirements.

Equity Asset Allocation Dashboard

This dashboard shows the equity holdings as well as various metrics on any given date.
Interactive version of the dashboard below can be seen here

Equity Asset Allocation Dashboard

Bonds Asset Allocation Dashboard

Fixed Income is a very important category for Canopy customers. Typically investors track

Rating Profile
Maturity Profile
Yield to Call/Yield to Maturity
Coupon
Geography / Industry / Currency distribution

This dashboard shows the bond holdings on these various metrics for any given date.
Interactive version of the dashboard below can be seen here

Bond Asset Allocation Dashboard

Historical Evolution of Asset Allocation

Often it makes sense to see how your asset allocation has evolved over time. Canopy allows you to slice and dice this dashboards based on

Asset Classification (whether Canopy Asset Class or User defined Asset Classes)
Custodian
Portfolio (we can them Child Accounts)
etc.

Interactive version of the dashboard below can be seen here

Interactive Dashboard showing evolution of Asset Allocation over time (Premium Dashboard)

Geographical Asset Allocation

In this chart the size of each pie chart is proportional to total assets in that location. And each pie chart itself is an asset allocation chart for that jurisdiction.

Interactive version of the dashboard below can be seen here