Welcome to your dedicated Asset Manager Dashboard in InvestGrade, where asset management professionals gain critical insights and tools for managing investment portfolios efficiently. This guide will introduce you to the dashboard's key features and demonstrate how to utilize them effectively.
Overview
The Asset Manager Dashboard is tailored to provide a clear, comprehensive view of portfolio performances, asset allocations, and operational metrics. It’s crafted to streamline your daily tasks, offering actionable insights that help optimize investment strategies and enhance client service.
Widgets and Their Uses
1. Welcome Tile
Your name and organization link to the user configuration settings on the top right of the widget.
2. Total Assets
Description: This is a comprehensive summary of your total assets being tracked in investGrade.
Usage: Monitor your total assets and their increase or decrease by quarter indicated in the top number
3. Overall GPA
Description: Your overall GPD across all active plans
Usage: Review an overview of your overall performance with the latest published data and change since the last update.
4. Total Placements
Description: Your total placements of funds associated with active plans
Usage: Understand a general overview of your reach across plans.
5. Peer Ranking
Description: View your current ranking and increase or decrease since the previous published data
Usage: Gain an understanding of your current standing among peers.
6. GPA Score Lookup
Description: Search designed to quickly find the current quarter GPA score of any fund
Usage: Search for funds by name, plan ID, or ticker to see its GPA score
7. Plan Performance Breakdown
Description: Data displays only the performance of the lowest/highest plans of the latest published quarter ranked by assets and GPA score. Other plans may have performed in those rankings in previous quarters.
Usage: Review high level performance by GPA, assets, and rank of the lowest or highest plans in your book of business.
7. Top 5 Recordkeepers / by Placements
Description: This is a ranking of the aggregated asset totals and placements from Recordkeepers
Usage: Review the current standing of Recordkeepers associated with your book of business by assets and placements
Tips for Effective Use
Leverage the Portfolio Overview and GPA tool for a quarterly snapshot of your asset management success and areas for improvement.
Stay ahead of regulatory obligations with the Compliance Tracker, ensuring all management activities meet current standards and requirements.
Utilize your tools to foster strong relationships with your clients, keeping them informed and engaged.
Dashboard Feature in Review
The Asset Manager Dashboard within investGrade equips you with a powerful array of tools and analytics to oversee and optimize portfolio management. By familiarizing yourself with its features, you can enhance investment strategy effectiveness, maintain high compliance standards, and deliver exceptional service to your clients.For more detailed guidance or assistance, please visit our Help Center or reach out to our support team.
This article is designed to provide Asset Managers with a comprehensive understanding of their InvestGrade dashboard, empowering them to leverage its features for improved portfolio management and client service.