Exposure

Concentration and lookthrough exposure analysis in FamilyOFX.

Exposure

Exposure (/exposure) analyses concentration — single names, sectors, geographies — including underlying exposure when lookthrough data exists.

Lookthrough

Exposure respects:

  1. Owned child positions under parent holdings (bank sleeves, fund-of-funds with stored children)
  2. Fund composition weights for ETFs and manager funds

If exposure looks flat, verify children or fund composition on the parent position first.