Investor Portfolio View in Cascade

The Investor Portfolio View provides a detailed, organized overview of your managed investments, empowering you to analyze performance, compare assets, and optimize your portfolio. This feature is divided into four key sections:

1. Portfolio Summary

Gain a high-level snapshot of your overall investment:

• Committed vs. Deployed Capital: Understand the total amount of capital committed and actively invested across your portfolio.
• Committed by Facility: See the breakdown of commitments per individual facility.
• Monthly Yield: Monitor your portfolio’s performance trends over time with monthly Yield data.
• Forecasted Yield: View projected future yields to assist in planning and decision-making.

2. Facilities Summary

Quickly assess all managed facilities with key metrics:

• Easily comparable data across deals such as size, performance, and status.
• Facilitates rapid monitoring and management of your investments in Cascade.

3. Benchmarks

Evaluate asset performance through comparative analytics:

• Compare assets within each facility against other facilities in your portfolio.
• Gain insights on how your assets are performing relative to each other, helping identify strengths and improvement areas.

4. Composition

Understand your portfolio's structure:

• View aggregate data on security types, asset allocation, and diversification.
• Assess the distribution and concentration of assets to manage risk and ensure balanced growth.