We need to take a look to the big picture, to understand how is our overall allocation.
Is there any way to see/export this?
We have multiple platforms supported and had this same request. The PMs ended up getting together and building a Singular Portfolio to cover the year....this seems to have appeased the higher ups who were requesting this info.
So now they have individual Portfolios they manage, and the Directors maintain an Overview portfolio that covers the year.
Thanks for the reply Shawn.
We've ended up creating some views directly from the database to group the information as we need.
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