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Tops/flops - clients

The "Tops/flops - clients" widget shows the 10 top total assets of the managed clients. In the table, you see the "Client", "Assets", "Performance" and "Benchmark" columns. In the parameters, you can also select the "Flops". In addition, you can switch back to the top performers..

By clicking the names in the "Client" column, you go directly from the global dashboard to the corresponding holder dashboard.

You can configure the following settings of the "Tops/flops clients" widget after clicking the "Configure" icon.

Element

Description

Client group

All client groups are shown by default.

Select a group for the analysis, if necessary. By using the search icon, you start the familiar search and can select the required group.

Start date

Enter the start date for the analysis, if necessary.

The default setting is the 1st of January in the current calendar year.

Currency

In this drop-down list, select a different currency for the analysis, if necessary.

Calculation method

Select the calculation method for the performance:

  • Classic
  • Internal rate of return
  • Time-weighted (default setting)
  • Time-weighted cum. EC

For more information on the calculation methods, see the online help of Infront Portfolio Manager.

Number of portfolios

The 10 most successful portfolios are listed by default. If necessary, enter a different number in the input field.

Criterion

From the drop-down list, select "Assets" or "Performance".

Mode

From the drop-down list, select "Tops", "Flops" or "Tops/Flops".

In the "Tops/Flops" mode, the list is divided in the best and worst performing assets. For example, for the "Number of portfolios", the five risers are followed by the 5 flops (if 5 or more portfolios exist in the managed client groups) in the default setting.

Minimum volume

By default, all analysed portfolios are displayed (within the limit specified above in "Number of portfolios") To exclude portfolios with small asset volumes, enter the minimum volume.

Confirm your configuration by clicking the "Apply" button.

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