Investment Dashboard Excel Archives

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Sovereign Wealth Funds Dashboard in Excel

November 3, 2025November 3, 2025 PKComments Off

Managing a Sovereign Wealth Fund (SWF) involves balancing complex financial data, analyzing investment performance, and ensuring long-term returns for future generations. With billions under management, these funds demand accurate, timely,

Dashboard

Investment Management KPI Scorecard in Excel

October 11, 2025October 11, 2025 PKComments Off

In today’s competitive financial world, data-driven decision-making is essential for every investment professional. Whether you manage portfolios, mutual funds, or institutional assets, the ability to measure, track, and analyze performance