Dashboard Performance Impact and Financial Performance Against Expectations

Desciption

(All)
High returns (n = 80)
Moderate returns (n = 91)

Dashboard: Performance Impact and Financial Performance Against Expectations

Overall Summary:
This dashboard provides insight into the performance of investments against expectations. It looks at the performance of investments in terms of impact and financial performance against expectations, as well as experience of risk events, by asset class focus, geographic focus and target returns.

Dashboard Insights:
This dashboard provides a comprehensive overview of the performance of investments against expectations. It provides insights into:
Impact performance against expectations
Financial performance against expectations
Experience of risk events
Performance by asset class focus
Performance by geographic focus
Performance by target returns

Who Can Benefit:
This dashboard is ideal for investors, asset managers, and financial advisors who are looking to gain insight into the performance of their investments against expectations. This dashboard can help them to identify areas of underperformance and make informed decisions about their investments.

Benefits:
Gain insight into the performance of investments against expectations
Identify areas of underperformance
Make informed decisions about investments
Monitor performance of investments over time

Data

Performance
Impact performance
against expectations
n = 200
Percent of respondents
100%
80%
60%
40%
Impact and financial
performance against
expectations
20%
Average gross returns
expectations
Percent of respondents
Financial performance
against expectations
n = 202
100%
80%
60%
40%
Experience of risk
events
20%
Performance against expectations
Outperforming
In line
Underperforming
By asset class focus
(All)
Mixed asset classes (n = 92)
Private Debt-focused (n = 49)
Private Equity-focused (n = 68)
By geographic focus
(All)
Developed Market-focused (n=97)
Emerging Market-focused (n = 89)
✔Mixed geographies (n = 23)
By target returns