Asset Allocation

Summary of current Asset Allocation, measure of spreads from objectives for client, portfolio and each management unit

Clients or portfolios selection

Select clients or portfolios with selection boxes

Currency selection

The portfolio view is established in the currency selected by the Currency box

Allocation by asset class

Data table

• Asset class
• Strategic Allocation = target amount or percentage allocated in the asset class
• Current Allocation = amount or percentage currently allocated in the asset class
• Spread = difference in amount or percentage between strategic allocation and current allocation
• Invested = invested amount or percentage (excluding cash)
• Cash = amount or percentage of non invested cash

Allocation by currency

Data table

• Currency
• Strategic Allocation = target amount or percentage allocated in currency
  
• Current Allocation = amount or percentage currently allocated in currency
• Spread = difference in amount or percentage between strategic allocation and current allocation