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 time—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.