Filter Analytics identifies the specific managers or funds meeting specific criteria.
Castle Hall's DiligenceHub platform allows our clients to turn diligence into data and data into diligence. Analytics of key data points is an important mechanism for enhanced and efficient portfolio risk oversight.
To Filter Analytics across your portfolio, complete the following steps:
- Navigate to the Analytics page
- Select Filter Analytics
- Choose the category of analytics you wish to review
- Drag and drop one or more factors into the filter selection field
- You can layer in multiple conditions which must all be met
- Or exclude conditions as preferred
- Click Show results to view the results
The more funds under coverage with Castle Hall, the more robust your risk oversight and analytics filtering will be.
We hope the DiligenceHub Help Center will provide quick answers to your questions as you as you begin to use the app. Please browse the articles at your convenience - and, of course, feel free to send a support ticket or live chat with our team if you have questions at any time.