Strategy Dashboard
Total AUM
+2.5%$2.4B
Active Strategies
+328
MTD Returns
-0.8%12.4%
Cash Position
+5.2%$320M
Top Performing Strategies
| Strategy Name | Fund Manager | Capital Allocated | Current Value | P/L | Return % |
|---|---|---|---|---|---|
| Global Macro | Sarah Chen | 25M | 48M | +$23M | +18.4% |
| Long/Short Equity | Michael Ross | $200M | $232M | +$32M | +16.0% |
| Event Driven | Lisa Wang | 50M | 71M | +$21M | +14.0% |
Recent Activities
Capital Allocation Increased
Global Macro strategy received additional $25M
New Strategy Added
Systematic Trading strategy launched
Position Closed
Event Driven strategy reduced exposure
Strategy Portfolios
Global Macro
Sarah Chen
Long/Short Equity
Michael Ross
Event Driven
Lisa Wang
Systematic Trading
David Kumar
Performance Metrics
Total Return
+16.8%
vs +12.4% Benchmark
Sharpe Ratio
1.85
Above Target (1.5)
Max Drawdown
-8.2%
Within Risk Limits
Alpha Generated
4.4%
Excess Returns
Strategy Performance Breakdown
| Strategy | MTD | QTD | YTD | Volatility | Beta |
|---|---|---|---|---|---|
| Global Macro | +2.8% | +8.4% | +18.4% | 12.5% | 0.85 |
| Long/Short Equity | -1.2% | +6.2% | +16.0% | 15.8% | 1.12 |
| Event Driven | +1.5% | +5.8% | +14.0% | 9.2% | 0.76 |
Risk Distribution
Value at Risk (VaR)
Fund Manager Directory
Sarah Chen
Global Macro Strategy
Michael Ross
Long/Short Equity
Lisa Wang
Event Driven
Strategy Analytics
Strategy Allocation
Strategy Risk/Return Profile
Strategy Performance Details
| Strategy | Win Rate | Avg. Hold Period | Sharpe Ratio | Information Ratio | Max Drawdown |
|---|---|---|---|---|---|
| Global Macro | 68% | 45 days | 1.85 | 0.92 | -8.2% |
| Long/Short Equity | 62% | 28 days | 1.62 | 0.85 | -12.5% |
| Event Driven | 71% | 60 days | 1.45 | 0.78 | -6.8% |
Capital Allocation
Total Capital
$2.4B
Allocated Capital
$2.08B
Available Capital
$320M
Pending Allocation
$75M
Current Allocations
| Strategy | Manager | Allocated | Current Value | Target % | Current % | Difference |
|---|---|---|---|---|---|---|
| Global Macro | Sarah Chen | $800M | $948M | 35% | 39.5% | +4.5% |
| Long/Short Equity | Michael Ross | $650M | $672M | 28% | 28.5% | +0.5% |
| Event Driven | Lisa Wang | $500M | $460M | 22% | 19.2% | -2.8% |
Rebalancing Recommendations
Consider reducing allocation by 08M to meet target weight
Consider increasing allocation by $67M to meet target weight
Investment Reports
Performance Reports
12 reportsDetailed analysis of strategy performance and returns
Risk Reports
8 reportsRisk metrics and exposure analysis
Allocation Reports
6 reportsCapital allocation and portfolio structure
Recent Reports
| Report Name | Type | Generated By | Date | Actions |
|---|---|---|---|---|
|
Monthly Performance Summary
|
Performance | System | 2024-02-01 |
|
|
Risk Analysis Report
|
Risk | Sarah Chen | 2024-01-28 |
|
Scheduled Reports
Weekly Performance Report
Every Monday at 9:00 AM
Monthly Risk Analysis
First day of each month
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