What are illio Insights?
Benefits of our Insights
Insight Dashboard
What is this?
This is the wealth manager’s landing page to see all our Insights in one place, summarized with concise headlines.
Why it matters?
Rather than looking through analytics on performance, risk, P&L, ESG etc, and navigating multiple charts and tables, the answers to the pertinent questions that matters most about the portfolio are summarized in one place.
How would you normally get this answer?
You would have to:
gather all the data, compare time periods, look at charts & client positions, calculate various weighting of size, performance, P&L and risk against the total, curate what matters most, convey this to the client.
Portfolio Insight
What is this?
The portfolio Insight: This flags whether the 5 largest positions in the portfolio are contributing a suitable amount of P&L.
Why it matters?
When it comes to the overall portfolio performance, typically the 5 largest positions move the needle. Therefore, you can quickly gauge whether the size of their allocations justifies the actual P&L they generate.
How would you normally get this answer?
You would have to:
calculate the 5 largest position values as a % of the overall NAV, compare the actual P&L of each position against its portfolio weight as a % of the overall P&L.
Instrument Insight
What is this?
An Instrument Insight: This points out the potential asymmetric relationship of how an instrument reacts when markets move up or down.
Why it matters?
When assessing a client’s holdings or looking at a new investment, you need to understand how that investment behaves in bull and bear markets to correctly identify the inherent risks.
How would you normally get this answer?
You would have to:
take a time series of both the market and the instrument, isolate the days when the market went up, record the reaction of the instrument, do the same for when the market went down, for both scenarios calculate the average reaction of the instrument to the market.
How can I get these Insights?
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