User guide: How to analyze standard metrics

Summary

Analyse portfolio across various dimensions

About

AI Dragon provides detailed analytics across performance, composition, drawdown, turnover and various material sustainability metrics.

Sequence of steps

  1. Users can click overview for various performance metrics including 1Y, 3Y, 5Y, MAX performance.
  2. Benchmark relative performance is also available.
  3. Users can obtain further performance metrics under the dedicated performance page including 1D, 1W, MTD, QTD, YTD performance.
  4. Under the composition page, users can see the evolution of country weights, as well as sector weights.
  5. Users can further obtain drawdown and turnover metrics.
  6. Under the sustainability section users, can determine material sustainability metrics including ESG, UNGC, climate, impact, regulatory reporting and others.
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