Fixed Income Portfolio Overview

Category : Advanced Reports
Description :
  • This report is composed of 4 report widgets.
  • The top left one shows the geographical exposure of the portfolio.
  • The top right pie chart shows the geographical exposure in graphical form.
  • The middle section shows the sector diversification in tabular and graphical form.
  • The bottom left table show the Weighted Average for the portfolio.
Customizations possible:
  • The graphics can be changed to 2 or 3-dimensional bar charts.
  • The colors of the charts can be assigned by geographical exposure and sectors.
  • The colors can match across the widgets.
  • The logos, colors of the bands and text as well as the titles, subtitles can be customized.

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