Assets under management
In a doughnut chart, the "Assets under management" widget shows the portfolios divided by asset classes, for example, liquidity, equities, bonds and other asset classes. In the centre of the doughnut chart, you also see the total value of the portfolios under management.
Point to a segment in the doughnut chart to view the corresponding asset class and its share in percentage of the assets under management.
Example
Element | Description |
---|---|
Client group | All client groups are shown by default. |
Currency | From the drop-down list, select a different currency for the display, if necessary. |
Confirm your configuration by clicking the "Apply" button.