Total AUM
Active Strategies
across 8 asset classes
Portfolio Risk
Sharpe Ratio
vs 1.15 benchmark
Strategic Allocation (SAA)
Tactical Positions (TAA)
AI Signal: Regime Shift Detected
Risk Metrics
VaR (95%)
Tracking Error
Information Ratio
Stress Tests
Interest Rate Shock
Equity Market Correction
Currency Volatility
Performance Attribution
Top Holdings
Security
Weight
Contrib
Active Strategy Performance
Top Performer
Fidelity Contrafund
Underperformer
AQR Style Premia
Factor Attribution
Key Insights
Value factor driving 60% of alpha
Momentum exposure underperforming
Manager Skill Analysis
Information Ratio
Hit Rate
Consistency
Skill Persistence
Fidelity and T. Rowe Price show consistent skill