Holding Company Portfolio Dashboard

The Chief Investment Officer and CFO instantly get a shared, consistent view across all the funds. They can slice and dice by fund, location, and asset class, including foreign funds and private equity over timeā€”all with no IT support.

In Summary:

  • The private equity fund has risen sharply and overall costs are steady against plan
  • We can instantly see Fund 3 has a problem but overall we're in good shape
  • Our KPI's are good

The dashboard has allowed the members of the board to re-evaluate their strategy in real time and document the actions in Collaborate, as highlighted above.