Panorama 360°
Panorama 360° has been designed exclusively by Merrill Lynch Bank (Suisse) SA to support those UHNW clients who have portfolios with multiple managers
or banks and who wish to have one focal point for viewing and analyzing their consolidated assets and liabilities. Our objective is to
provide you with an integrated perspective over your wealth supplemented by detailed analytics on key performance indicators such as manager
asset allocation, cash flow projection, performance attribution and standard risk metrics. The service is on-line, web-based and available 24 x 7.
Main Service Features
The service is comprised of two on-line report sets that are available via the Internet. The first report set is a sub-set of the complete report range
available and is designed to provide a daily snap shot of how your portfolios are performing. It contains data that is supplied by all your asset
managers on a daily basis and is based upon your assets and liabilities reported at the previous day end. As the data is supplied by the managers
who may be located around the world, the positions shown may not be completely current. Therefore, the report information is for indication
only: we term these the 'Daily Unofficial' report set. The second report set is available 15 days after month end and is based upon reconciled
end of month positions. Consequently, these reports should reflect the exact positions that your individual manager separately provides to you.
These reports are the End of Month set.
'Daily Unofficial' Report Set
The Daily Unofficial report set comprises reports that can be viewed either by individual portfolio or on a consolidated basis. The main
reports are on asset allocation, portfolio performance in absolute terms and against benchmarks, portfolio risk, risk-adjusted performance
and on performance attribution. It is possible to see the performance of each of your managers as well as individual position performance.
End of Month Report Set
The End of Month report set also comprises reports that can be viewed either by individual portfolio or on a consolidated basis. It offers a
more comprehensive analysis than contained within the 'Daily Unofficial' set. The main reports also concentrate on asset allocation, portfolio
performance, risk-adjusted performance and on performance attribution. However, there are additional asset allocation analyses and cash flow projections.
All reports are in PDF format and can be printed at any time from the screen.
We are pleased to inform you that the Panorama 360 report set analysing your portfolios at the end of (month) is now available.
 Login to Panorama 360
For an explanation of the data you can view on-line
For a demonstration of Panorama 360
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