Kevin Calzolari

Unlocking deeper portfolio insights in Sesame One

20^th July at 14:00 BST

In our latest workshop, Product Specialist, Kevin Calzolari, will walk through four high-impact ways you can extract more value from Sesame's analytics dashboards:

1. Multi-level performance analysis

See results rolled up at the total-wealth level, drill down to entities, portfolios, or single positions, and view each slice over multiple time horizons. This makes it effortless to pinpoint which parts of the portfolio are really driving returns or dragging them down.

2. Flexible “group-by” analytics

With a couple of clicks you can pivot analytics by manager, asset class, currency, geography, and more. This ad-hoc slicing-and-dicing turns Sesame into an exploratory workspace for uncovering hidden performance drivers.

3. Fully customisable tables

Choose exactly which KPIs appear, in what order, and with what formatting. Tailoring views for investment committees, beneficiaries, or investment teams ensures every stakeholder sees the numbers that matter most to them.

4. Interactive charts for instant drill-downs

Hover to reveal data labels, zoom into periods of volatility, or click a bar to jump straight to the underlying data. This interactivity turns high-level visual trends into actionable insights without leaving the dashboard.

Together these capabilities transform performance reviews from a backward-looking report into an interactive, multi-dimensional analysis environment - helping you answer “why?” and “what next?” from the same dashboards.

Register now →