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Portfolios
AI Insights 3 new
Across your 35 portfolios · as of 23 Jun 2026
3 DPM portfolios drifted past their target band
Equity overweight on XYZ-0000-ABC, XYZ-0003-ABC & XYZ-0002-ABC — largest +8.0%
2 portfolios trailing their benchmark by more than 2%
XYZ-0000-ABD (−2.40%) and XYZ-0003-ABC (−2.30%) vs benchmark
AED 4.2M idle cash sitting across 5 portfolios
XYZ-0001-ABC holds the largest uninvested balance at AED 1.8M
Retrieved from your portfolios · as of 23 Jun 2026
| Portfolio number | Client(s) | Portfolio market value | Total return % | Service type | Status | Tasks |
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