Dashboard Performance Impact Against Expectations Overview

Desciption

Dashboard: Performance Impact Against Expectations

Overall Summary: This dashboard provides an overview of the performance of investors against their expectations. It includes data on gross return expectations, risk events, asset class, geographic focus, and target returns. This dashboard can help investors and financial advisors understand how their investments are performing and make informed decisions.

Insights Gained: This dashboard provides valuable insights into the performance of investors against their expectations. It provides a comprehensive view of the performance of investments across asset classes, geographic focus, and target returns. This dashboard can help investors and financial advisors identify areas of underperformance and opportunities for improvement.

Who Can Benefit: Investors and financial advisors can benefit from using this dashboard to gain insights into the performance of their investments. This dashboard can help investors and financial advisors make informed decisions and identify areas of underperformance and opportunities for improvement.

Benefits: This dashboard can help investors and financial advisors gain valuable insights into the performance of their investments. It can help them make informed decisions and identify areas of underperformance and opportunities for improvement. The dashboard can also help investors and financial advisors understand the performance of their investments across asset classes, geographic focus, and target returns.

Data

Performance
Impact Performance
Against Expectations
n=217
% of Respondents
100%
80%
60%
40%
Performance against
expectations
20%
Gross return
expectations
Financial Performance
Against Expectations
n = 218
Risk events
Performance against expectations
Outperforming
In-line
Underperforming
Asset class
(All)
✔Mixed Asset Classes (n = 114)
Private Debt-focused Investors (n=59)
Geographic focus
✓(All)
✔Multiple Geographies (n=29)
Developed Market-focused Investors (n = 97)
Target returns
(All)
Below Market (n = 82)