OLIS (EN)

CONTRIBUTION

The contribution dashboard provides a detailed view of the contribution of each component and/or security to the portfolio’s performance over time. This visual display of the size of positions and their respective contribution provides transparency and an insight into the most profi- table investments over the long term.

EQUITY ATTRIBUTION

Equity attribution breaks down the portfolio’s relative performance by allocation, selection, currency and interaction. It provides a snapshot of the relative weight and allocation over a given period and historical allocation, selection and contribution records.