Financial Assets

Management KPI
& Dashboard
Yo u r C o m p a n y N a m e
Content
01 Portfolio Management Dashboard 06 Portfolio Management Dashboard

02 Portfolio Summary Management Dashboard 07 Portfolio Summary Management Dashboard

03 Portfolio Management Securities Allocation Dashboard 08 Portfolio Management Securities Allocation Dashboard

04 Portfolio Management KPI’s 09 Portfolio Management KPI’s

05 Portfolio Management Investment Allocation KPI’ 10 Portfolio Management Investment Allocation KPI’

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Portfolio Performance Dashboard

Assets: 727,933,93 Number of Clients :1 Average Assets Per Client :$727,934

Assets Management by Manager Top 10 Clients by Assets
Top 10 Assets Owned
Damia
At Lacus Company
1,000 K 100 Zacha
Risus Limited
Howar
800 K 80 Barre
Elit Pharetra Ut Incorporated
Neque Institute
600 K 60 Brody Phasellus At LLP
Chann Mauris Magna Duis Ltd
400 K 40 Bevia Elit Pharetra Corporation
Silas
200 K 20 Erat Volutpat Nulla Corp.
Bevis Rutrum Urna NEC PC
0K 0 Tucke Lobortis Nisi Nibh PC
Mohammad farley 0K 200 K 400 K 600 K 800 K 0 K 20 K 40 K 60 K
Assets Count of Clients

Portfolio Performance 52 Weeks

500%

400%

300%

200%

100%

0%
14/1/2019 15/1/2019 16/1/2019 17/1/2019 18/2/2019 19/2/2019 20/2/2019 21/2/2019 22/3/2019 23/3/2019 24/3/2019 25/3/2019 22/4/2019 23/4/2019 24/4/2019 25/4/2019

Dow Jones Portfolio NASDAQ S&P 500

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Project Portfolio Summary Dashboard 1/2

On-Boarded Projects 5 Budget $1,214,456.47

Total Completed Projects 0 Actual $414,446.57

Completed on Time 0 Average Cost $414,446.57

Cost Summary
$160.00

$140.00

$120.00

$100.00

$80.00

$60.00

$40.00

$20.00

$0.00
Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

Actual Cost Plan Baseline Cost

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Project Portfolio Summary Dashboard 2/2

Pipeline Projects Project by Development Work Forecast Financial Forecast

Hrs 3800 3612 Hrs 3712
$3,800.00
Financial
Pipeline Projects Hrs
3300 $3,300.00
20% IT
Hrs
2800
18 30%
$2,800.00
Hrs
2300 $2,300.00
Legal 1912 Hrs 1812
Planned Cost Hrs
1800
15% Hrs
$1,800.00
$31,450,32412 Operations
5% 1300 $1,300.00
Hrs
5% Programs 800 $800.00
Planned Work Hrs
25% 300
Sales & Marketing $300.00
24,812 hrs Baseline Work Work Actual Work
Baseline Work Work Actual Work

Today

Q1 2017 Q2 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q1 2019

Apparel ERP Upgrade 3/1-8/30

Audit tracking Solution 1/9-7/19

Catalog Publishing
4/6-1/10

Your Text Here

Dd/Mm-dd/Mm

Your Text Here Your Text Here

DD/MM-DD/MM DD/MM-DD/MM

Your Text Here

DD/MM-DD/MM

Your Text Here

DD/MM-DD/MM

Your Text Here

DD/MM-DD/MM

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Portfolio Risk and Change Request Dashboard

Portfolio Risks Your Text Here

IT Long Haul IT Long Haul
Product Engineering Product Engineering
Insurance Biz Insurance Biz
Internal Activities Portfolio Internal Activities Portfolio
Facilities Upgrade Facilities Upgrade
Operational Excellence Operational Excellence

Human Capital Initiatives Human Capital Initiatives

Strategic Initatives Strategic Initatives

0% 20% 40% 60% 80% 100% 0 20 40 60 80

Catastrophic Major Moderate Minor Insignificant Open Risks Reviwed Total Risks

Portfolio Change Requests Your Text Here

IT Long Haul
IT Long Haul
Product Engineering Product Engineering

Insurance Biz Insurance Biz

Internal Activities Portfolio Internal Activities Portfolio
Facilities Upgrade Facilities Upgrade
Operational Excellence Operational Excellence
Human Capital Initiatives Human Capital Initiatives
Strategic Initatives Strategic Initatives

0 50 100 150 0 20 40 60 80 100

High Priority Medium Priority Low Priority Normal Priority / Open Changes Requests Total Changes Requests

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Portfolio Timeline Summary Dashboard

Timeline Summary Your Text Here

Total Milestones Overdue Upcoming
Portfolio Name IT Long Haul
Milestones Achieved Milestones Milestones

IT Long Haul 6 2 3 0
Product Engineering
Insurance Biz
Product Engineering 15 5 11 0
Internal Activities Po
Insurance Biz 2 0 2 0
Facilities Upgrade
Internal Activities
2 0 2 0
Portfolio Human Capital Intial
Facilities Upgrade 5 1 2 2 Human Capital Intial
Strategic Initiatives
Operational Excellence 5 2 2 1
0 5 10 15 20
Human Capital Initiatives 4 1 2 1
Milestones Achieved Total Milestones
Strategic Initiatives 7 1 2 4

Financial Your Text Here

IT Long Haul IT Long Haul
Product Engineering Product Engineering
Insurance Biz Insurance Biz
Internal Activities Po Internal Activities Po…
Facilities Upgrade Facilities Upgrade
Human Capital Intial Human Capital Intial

Human Capital Intial Human Capital Intial

Strategic Initiatives
Strategic Initiatives
0K 200 K 400 K 600 K 800 K 1,000 K
0 m. 1 m. 2 m. 3 m. 4 m. 5 m. 6 m.

Allocated Budget2 Used Budget Estimated Cost Actual Cost

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Portfolio Dashboard : Cost and Benefit
Portfolio Cost

3 m.

2 m.

1 m.

0 m.
Application Management Business Services Business Technologies Infrastructure Regulartory and Compliance Request Management
Distributed Cost Planned Cost Target Cost

Portfolio Cost And Benefit Analysis

Target to Distributed to
Target to Distributed to
Overall Distributed Target Distributed Distributed Planned Planned
Portfolio Risk Target Cost Distributed Planned Cost Planned Cost
Health Cost Benefits Benefits Benefits Benefits Benefits
Cost Variance Variance
Variance Variance

Application Management x ! 2,400,000 2,360,000 (80,000) 1,500,000 337,440 2,360,000 1,500,000 1,50,000 737,440 90,000

Business Services 1 X 3,500,000 3,170,000 340,000 3,600,000 536,571 3,170,000 3,600,000 400,000 836,571 409,237

Portfolio 3 ! 2,500,000 4,520,000 (520,000) 4,000,000 36,300 4,520,000 4,000,000 0 36,310 165,000

Portfolio 4 740,000 740,000 0 1,750,000 20,527 740,000 1,750,000 50,000 20,557 121,738

Portfolio 5 ! 2,10,000 849,795 150,205 1,500,000 114,995 849,795 1,500,000 300,000 117,965 150,000

Portfolio 6 ! ! 6, 00,000 6,500,000 0 1,900,000 321,760 6,500,000 1,900,000 0 341,760 742,199

• Green (68 through 1000). The portfolio overall health is green. • Green (Low). The portfolio is low risk.
Stoplights • Yellow (34 through 67). The portfolio overall health is yellow. Stoplights • Yellow (Medium). The portfolio is medium risk.
• Red (0 through 33). The portfolio overall health is red. • Red (High). The portfolio is high risk

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Portfolio Management Dashboard

Net Worth 125.5 MC Allocations Sectors Regions

35
10% Technology
30 15% 15%
Equity 25%
12% Energy Emea
25
Healthcare America
20 50% Food Income
15% Financials 25% Acap
15 35% 60%
Alttemetives 20% Meterial
10
18% Industerial
5
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Holdings Transactions
Net Flows
QNA + 3,05% €15 2019-3-15 In payment Transfer + 500,000$
€13
C + 2,75% €11 2018-3-14 Sell Shares + 500,000$
€9
€7
Dual + 1,70% 2017-3-22 Purchase Bonds + 500,000$
€5
€3
BWT + 3,50% €1 2016-3-05 sell Bonds + 500,000$
-€1
VNK + 1,07% -€3 2015-3-20 Outpayment Transfer + 500,000$
2015 2016 2017 2018 2019
Allocations Equity Fixed Income
TARH + 0,80% 2014-3-07 Purchase Shares + 500,000$

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Portfolio Summary Management Dashboard

Allocated Budget Used Budget Used Budget Estimated Cost Actual Cost
Across Portfolios Across Portfolios Percentage Across Portfolio Across Portfolio

27.26 M 11.35 M 45% 12.15 M &.80 M

Portfolio Summary Portfolio Budget

Strategic Facilities
Portfolio Name Portfolio Owner Health Budget Used Budget # Projects Update
Initiatives
Human Capital
Facilities Upgrade Thomann Beddov 1.51M 970.00K 1 Initiatives
12% 8%
10%
Human Capital Initiatives Thomann Beddov 1.53M 980.00K 4
Product 30%
Internal Activities Portfolio Thomann Beddov 4.67M 2.20K 5 Engineering Insurance
35%
Biz
IT Long Haul Thomann Beddov 2.50M 565.45K 3

Operation Excellence Thomann Beddov 3.67M 1.05K 6 25%

15%
Product Engineering Thomann Beddov 4.20M 1.90K 12
IT Long Internal
Strategic Initiatives Thomann Beddov 1.50M 1.85K 2 Haul Activities Portfolio

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Portfolio Management Securities Allocation Dashboard

Portfolio Criteria 2 Criteria 3 Criteria 4 Profile

TOTAL CURRENT ALLOCATION

ETFs %
$12,300,20(70.0%)

Cash

Stocks
$12,300,20(70.
Stocks Fixed Income $4,252.85(25.01%)
0%)

My Portfolio
US Large Commodities $17,500.00
Company US Corporate High
$2,500.50 $1,793.75
Stocks- Yield Bonds
Fundamental

International
US Large
$2,430.00 Emerging Market $1,530,65
Company Stocks
Bonds
Fixed Income

11
Portfolio Management KPI’S

29.50M 13.25 M 50%

Allocated Budget Used Budget Used Budget
Across Portfolios Across Portfolios Percentage

12
Portfolio Management Investment Allocation KPI’S

Portfolio Summary Net Allocations Current Allocations Holdings

546000 45735 2,5% 3,1%

-3,8% -2,7% 1.7% 25,7%
VS Previous Month VS Previous Month VS Previous Month VS Previous Month

My
Portfolio
Used Budget% % Returns Add Criteria Here Add Criteria Here

34 68% 54 47
10.0% 8.00% 0.1% 0.5%

VS Previous Month VS Previous Month VS Previous Month VS Previous Month

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Financial Assets Management Icons Slide

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Meet Our Team

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Venn

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