excel investment dashboard Archives

Impact Investment Funds Dashboard in Excel

June 22, 2026June 22, 2026 PKComments Off

Impact Investment Funds Dashboard in Excel helps fund managers, sustainable finance teams, impact analysts, portfolio operations leads, and investor reporting teams turn fund records into a clean Excel dashboard. Impact

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ESG Investment Firms Dashboard in Excel

June 9, 2026June 9, 2026 PKComments Off

ESG Investment Firms Dashboard in Excel gives ESG fund managers, sustainable investment analysts, portfolio operations teams, and finance leaders a structured way to review AUM, capital deployed, management fees, net

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Mutual Funds KPI Dashboard in Excel

May 17, 2026May 17, 2026 PKComments Off

Mutual fund managers and AMC operations teams in 2026 face a familiar squeeze — Morningstar Direct seats run $1,800 to over $24,000 per user per year, Bloomberg Terminal sits at

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Sovereign Wealth Funds KPI Dashboard in Excel

May 16, 2026May 16, 2026 PKComments Off

Sovereign Wealth Funds (SWFs) managed over $11.5 trillion in assets globally in 2025, with the top 100 funds growing AUM by 8.4% year-over-year according to the Global SWF 2025 report.

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Investment Maturity Calendar in Excel

May 1, 2026May 1, 2026 PKComments Off

The Investment Maturity Calendar in Excel tracks maturity dates for fixed deposits, bonds, recurring deposits, and mutual fund SIPs across 5 interactive worksheets with 3 calendar views and a full

Dashboard

Investment Management Dashboard in Excel

January 7, 2026January 7, 2026 PKComments Off

Managing investments without clarity always leads to missed opportunities and delayed decisions. Therefore, investors, analysts, portfolio managers, and finance teams now rely on structured dashboards instead of scattered spreadsheets. An