Improved Portfolio Reporting in MyCredo

Credo understands the importance of providing high quality portfolio reports to clients. Based on feedback received, we have made certain enhancements to our Investor reports, which are now available in the Reports tab in MyCredo.

The following enhancements have been made:
  • Valuation by Sector: A new portfolio report showing security holdings arranged by sector

  • Performance by Security: A new report calculating the internal rate of return of all securities within the portfolio, supporting attribution analysis

  • Cash Statements: This new report does not replace the existing Cash Ledger, but shows cash transactions per currency based on settlement date information

  • Net Flows: An enhancement to an existing report which now can be run at a portfolio or a firm level
To accommodate the above enhancements, we have changed the menu structure within MyCredo, and updated the tooltips to give you quick access to information about each report.

If you have any queries, please do not hesitate to contact your Relationship Manager or MyCredo Support.
MyCredo Support
UK +44 (0)20 7968 8324
SA +27 (0)11 463 6312
LinkedIn Twitter Facebook Credo Sharing & Caring YouTube