Investment Themes
Instructions
The Investment Themes Widget lets you gain visibility into how a portfolio aligns with key investment themes. The key features have been listed below.
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Prioritized view: Themes are automatically sorted by rank-adjusted weight, surfacing the most aligned themes first.
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Drill-down analysis: Expand any theme to reveal the underlying companies and funds within the theme.
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Performance tracking: View Unrealized P&L for each company and fund to monitor theme-based performance.
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Complete coverage: Unmapped positions are displayed separately, ensuring full portfolio transparency.
Supported Time Period(s) and Account Type(s):
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Time Period(s): Supported for time periods ending on most recent day.
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Account Type(s): Brokerage and Bank accounts only.
To navigate to the Investment Themes widget, follow the steps below.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the Investment Themes widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Investment Themes widget.
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Select the blue arrow icon in the top right corner to view additional details.
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A new page will populate with additional information regarding your investment themes including a brief description, Weight %, and Rank-Adjusted Weight %.
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Click the Investment Theme name to launch a sidecar with additional details regarding that theme.
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Click the arrow next to any Investment Theme to expand it and see your holdings including the Description, Rank, Unrealized %, Unrealized P&L, Weight %, and Rank-Adjusted Weight %.
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Click the Company name to launch a sidecar with additional details regarding that company.
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Click the Investment Theme Disclosure button to view the disclosure document.
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Use the search panel at the top of the Investment Theme page to find a product or investment theme.
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Click the How themes are determined for funds link to find out more information on how this is calculated.