What is Allocate By?
The Allocate By feature is a versatile portfolio analysis tool that allows you to view and analyze your investments from multiple perspectives. This powerful feature is particularly valuable for Limited Partners (LPs) invested in multiple private equity or venture capital funds, offering a comprehensive view of diverse portfolio compositions.
Key Benefits
Analyze your portfolio from various angles
Easily allocate and visualize investments by different criteria
Gain a comprehensive view of your diverse portfolio composition
Drill down into portfolio performance using different metrics
How to Use Allocate By
Access the Feature:
Navigate to your Main Vyzer Dashboard
Look below the "My Portfolio" title
Find the sub-headline "Allocate by"
Choose Your Allocation:
Click on "Allocate by" to open the drop-down menu
Select your desired allocation method, such as:
Holding entity
Risk level
Liquidity profile
Sponsor
Asset classes
And more
Apply Data Layers:
After selecting your allocation, use the data layers feature
Apply different metrics to your chosen allocation, such as:
Contributions
Distributions
ROI
Analyze Your Portfolio:
Use the applied metrics to drill down into the performance of your portfolio
Gain insights based on your chosen allocation and metrics
Tips for Effective Use
Experiment with different allocation methods to gain new insights into your portfolio
Combine various data layers to get a multi-dimensional view of your investments
Regularly review your portfolio using different allocations to stay informed about your investment diversity and performance
By leveraging the Allocate By feature, you can gain a deeper understanding of your portfolio's composition and performance, enabling more informed investment decisions.