Multi-asset portfolio model example

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TRY A DATA UPDATE
MULTI-ASSET PORTFOLIOPortfolio risk · Internal research dashboard
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MODEL OUTPUT · PR-018

Updated exposures.
The same model.

Initial model executionSaved study · PR-018 · Method v1
Portfolio value$4,800,000Direct equities, fund allocations and cash
Technology exposure38.0%Direct holdings + underlying fund exposure
Technology −20% scenario−$364,8007.6% of portfolio value · hypothetical

The whole portfolio

Look-through exposure
Technology exposure
38.0%
Bonds
32.0%
Other equities
20.0%
Cash
10.0%

Positions from the internal store. Look-through calculations use the supplied example fund holdings.

What changed

Initial review
THE STARTING FINDING

More technology exposure than the headline allocation suggests.

Direct technology positions represent 16% of this example portfolio. Including underlying fund holdings brings the exposure to 38%.

Fresh inputs. The same saved analysis.
RESEARCH LOG

The model recalculates technology exposure and scenario sensitivity when prices or positions change. The research system retains the study ID and method version with each returned result.

Method v1 · Research context retained between executions

Refresh timing follows the connected source and your run schedule; market data may be delayed.

Prices: initial example close
Holdings: initial positionsIllustrative data · No orders placed
Scenario: technology-only shock; other assets held flat.

Initial model execution. Portfolio value $4,800,000. Technology exposure 38.0%.

Saved study PR-018 · v1Execute on available prices or holdings updatesResult delivery internal dashboard refreshed

Illustrative portfolio data and simulated updates.