Last updated
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12 March,
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2024
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Available to all users with access to the |
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The dropdown at the top filters the view to show the asset allocation for whichever entity is chosen, or All.
The checkboxes at top-right let you choose whether to show the pie chart, the table or both side by side (as above):
Clicking on the pie chart segments explodes the asset category to show its asset class breakdowns. Clicking one of the sub-segments toggles back to the asset category segment view.
Clicking the asset category headings in the table expands to list the asset class breakdowns. Clicking them again collapses them.
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Your practice admin can set your brand colour in HQ. In the screenshot example above, the light blue used in the header is the brand colour.
Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot example above, the pink, dark blue and grey-blue chart colours are the colours in the chosen palette. The palette is also used throughout the deck for charts, entities and asset classes.
Your practice admin can set your practice’s default table headings and labels in PresoManager.
Prep mode editability
When you open this slide in prep mode you will have the following editing options for your preso:
You can edit the title of the slide (“Asset allocation” by default).
You can set the default filtering for the chart/table by using the entity dropdown.
You can choose whether to show the chart, table or both by default.
You can edit the slide’s table headings (“Asset Allocation”, “Value” and “Weight” by default) and labels (“Grand Total”, “Domestic Total” and “International Total” by default).
Notes on PDF version
The PDF version of this slide will show both the pie chart and the table. The pie chart will have all segments exploded to show the asset class allocations:
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