Fund manager · Excel

The holdings review you can walk through

The book is open. The team meets in an hour. You need the portfolio story in the sheet, not a separate slide deck.

1. 01

   Open the holdings workbook.

2. 02

   Open Excelsior and sign in.

3. 03

   Ask it to summarize position, P&L, and concentration risks from what is already in the sheet.

4. 04

   Walk the checks with the team. Anything you cannot explain, ask again in the pane.

A holdings review you can walk through in the live workbook.