Concentration
Instructions
The Concentration widget lets you view Portfolio Exposure (and Parsed Exposure) by value and weight, broken out by long and short positions and summarized by asset class, sector, financial instrument, region, and country.
To navigate to this tool, follow the steps below.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the Concentration widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Concentration 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 concentration.
