Please enable JavaScript.
Coggle requires JavaScript to display documents.
Stifel (Portfolio Analysis?? (Overview (Performance (+), Risk (+),…
Stifel
Portfolio Analysis??
Search
+
Product / Asset List?
+
Parameter?
Overview
Performance
+
Risk
+
Diversification
+
Scenario Analysis?
+
?
?
?
?
?
?
Model Management
Information
Assets
Proposal Generation
Porposals
I. Investor
Search
+
Add New Proposal
+
Add Accounts
+
II. Current Portfolio
Investor Type + Risk Score
+
Overview
Performance
+
Risk
+
Diversification
+
Holdings
+
Portfolio List
+
III. Profile
Risk Profile Questionnaire
Risk Profile Visualizations
IV. Proposed Portfolio
Risk Scores
Account List
+
Info / Holdings?
+
Overview
Performance
+
Risk
+
Diversification
+
V. Report Builder
Proposals with or without PDF previews
Product Research & Comparison
(x Pages) level of depth & complexity is similar to Proposals