Select Analytics from the menu on the left side.

Portfolio Summary

Fund Look Through

Canopy's Fund Look Through on Analytics provides Users the ability to view their portfolio exposures on a granular level, by combining Morningstar Fund breakdown information across the following:

• Asset Class

• Sector

• Country

For the full explanation, please visit: https://canopy.wixanswers.com/kb/en/article/what-is-fund-look-through

Performance Metrics

You can choose to classify asset classes, sub-asset classes, geography as you wish.

For the full explanation, please visit: https://canopy.wixanswers.com/kb/en/article/financial-metrics-dashboards