The Investor module provides managers with essential information, analysis options, and strategic overviews of investments. Managers can use the Investor Map module to see how investments or portfolios are performing with respect to key performance categories.
The Investor Map presents this strategic overview in the form of a chart, or strategic map. Each Investor Map represents a portfolio of investments or a portfolio of portfolios. Investments appear as bubbles, while portfolios appear as either folder icons or bubbles. There are up to four dimensions that can be used in each map: X-axis, Y-axis, size and color. A flexible wizard enables managers to create these maps using any predefined key performance categories.
The Investor Map provides managers with the ability to visualize and analyze either the entire portfolio or only its key aspects. Managers can also create hypothetical scenarios in order to perform What if analyses. They can add new investments, close existing investments, and evaluate candidate investments as they pick the optimal mix of investments in portfolios according to strategic goals.