Portfolio Classification
Understand in depth your investment exposure
Discover the "blind spots" of your portfolio
Enter Private or Public companies you are invested in
Enter Private or Public companies you are invested in
or
Upload
through CSVSector Composition Analysis
Level 2
Level 3
Level 4
Example
Reveal Your Exposure by Leveraging
our Portfolio Classification too
What:
- Analyse the exposure of a portfolio
- Include public or private companies
- Use the builder or insert through CSV
- From Sector Level 1 for macro analysis, to Level 4 for micro analysis
- See how relevant each sector is to your companies
- Get the exposure graphically on a pie chart, and diversification insights
For:
- Investment Professionals
- Sell-side research
- Brokers, wealth managers, and others supporting investment professionals
Watch how it works
