Investor
portal is a mechanism for the user to grant online access to their
investors on their portfolios. Doing
this facilitates interactive online access by any investors instead of
push-only email access. Typically a user
will link the portal to their investor websites and manage their users’ access
rights.
This tab offers two parts: Preview and Management
In Select,
You can choose your portfolio, model
portfolio, scenario and scenario set.
Access your portfolio
In this page, users can view the volatility
of every asset.
When you choose your targeted portfolio,
the page would response to your choice and display the VaR, CVaR, MaxDD and the
relationship of return and volatility.
To view the performance of all equity, you
can view the bottom of the page, here will show the return attribution of every
equity and the details of your portfolio including
l Weight
l Percentage
l Historical
Return
l Implied
Return
l Scenario
Return
l Scenario
Implied Return
In additional, you can click Setting to
customize your targeted result.
Manage your Access
You can click Management to manage
the access right of investors, details would be shown on this page.
