Hi
I would like to be able to get a view of asset allocation for my portfolio. When there are diversified managed funds etc, would be good to be able to see the breakdown of all investments by asset class. I don’t think this currently exists?
When I go to reporting > Asset allocation, the pie chart shows 100% Managed Fund, which doesn’t help me to understand the aggregate of my asset class exposures across a range of funds.
I am totally committed to asset allocation, but exactly what constitutes an asset class can be very complicated. “Modern Portfolio Theory” classifies assets by their covariance matrix (volatilities and correlations).