Insights Hub
The Insights Hub is Point's intelligence centre — a place where investment data is transformed into actionable insights for portfolio managers, relationship managers, and executives.
What the Insights Hub Provides
See patterns and exposures across your entire client base. Identify common risks and opportunities.
Analyse exposure and performance across all asset classes in a unified view.
Run ad-hoc analyses without waiting for scheduled reports. Get answers in seconds.
Deep client-level insights to support relationship management and engagement.
Insights Panels
Portfolio Heatmap
A visual heatmap showing performance across all portfolios. Quickly identify which portfolios are outperforming or underperforming.
- Colour intensity indicates magnitude of return
- Click any cell to drill into that portfolio's detail
- Filter by time period, client, or asset class
Concentration Analysis
Identifies concentration risks across your investment universe:
- Security Concentration — which securities appear across many portfolios
- Sector Concentration — over-exposure to specific sectors
- Geography Concentration — regional concentration risks
- Counterparty Concentration — exposure to specific banks or brokers
Performance Attribution
Breaks down what drove portfolio performance:
- Asset Allocation Effect — impact of how assets were allocated across classes
- Security Selection Effect — impact of which securities were chosen within each class
- Currency Effect — impact of FX movements on returns
Client Engagement Insights
For relationship managers:
- Portfolio Changes — significant changes in a client's portfolio since last review
- Performance Summary — how the client's portfolios have performed
- Upcoming Events — maturity dates, dividend dates, rebalancing triggers
- Meeting Preparation — key talking points for client meetings (integrates with Point AI)
Saving and Sharing Insights
- Save View — save your current filter configuration as a named view
- Share — generate a shareable link to the current view (for users with access)
- Export — download the current insight as Excel or PDF
- Schedule — set up a recurring email delivery of a specific insight