This webinar presents an advanced visual analysis dashboard that allows managers to view aggregated risk, tracking error, performance and associated attribution from all funds under management right down to the constituent level of a single portfolio, and then allows them to see the impact of changing underlying constituents.

The solution supports collaboration within organizations as well as presentation of complex performance and risk data in intuitive ways. The software's ability to handle large amounts of data from multiple databases makes it a great fit for managing complex funds.

This highly visual approach to data analysis allows users to understand precisely how their portfolio is performing and responding to changes in the market. It enables portfolio managers to identify problems and see the impact of changes; they can take immediate action to maximize profitability. You can see all details for all portfolios in a single view. You can drill all the way down to see details about the underlying instruments or drill up to view aggregated exposure across different metrics. You can also analyze portfolio relative contributions, screen out constituents that do not merit attention and bring up complete details on the ones you need to focus on.

Viewers will learn:

• How to use data visualization software to quickly design and implement a dashboard for visualizing risk, performance and attribution data
• How to use Treemap, Heat Matrix and Scatter Plot information visualizations to monitor and analyze portfolio data.
• How to use Filters to isolate outliers and expose underlying trends