Performance Dashboard – Analyzing Financial Returns and Risk Events

Desciption

Title: Performance Dashboard – Analyzing Financial Returns

Overall Summary:
This dashboard provides a comprehensive overview of performance metrics for impact and conventional investments. It allows users to analyze financial returns, risk events, and average realized gross returns for a variety of asset classes.

What Insights Can Be Gained:
This dashboard provides insights into the performance of investments across various asset classes. It allows users to:
Analyze financial returns and risk events
Compare performance relative to expectations
View average realized gross returns
Monitor performance of investments across various asset classes

Who Can Benefit:
This dashboard is ideal for investors, asset managers, and financial advisors who are looking to gain insights into the performance of their investments. It provides a comprehensive overview of performance metrics, allowing users to make informed decisions and improve their financial returns.

How It Can Benefit Them:
Analyze performance metrics and make informed decisions
Monitor investments across various asset classes
Compare performance relative to expectations
Identify risk events and take appropriate action
Improve financial returns and maximize returns on investments

Data

Performance
Target financial
returns
Target financial returns
principally sought
Performance relative
to expectations
n = 266
Source: 2019 Annual Impact Investor Survey, Global Impact Investing Network
Average realized
gross returns
Risk events
>
EM/DM-focused
✔(All)
Developed-market-f…
✔Emerging-market-fo…
✔Mixed geographies
Impact/Conventional inve…
(All)
✔
mpact-only
✔ Impact and conventi….
PE/PD-focused
✔(All)
Private-debt-focused
Private equity-focus….
Mixed asset classes