Investment Preferences Report

This functionality is specifically for SRI

To view the Investment Preferences Report, follow the below steps-

1. Click on Investor in the main menu.

2. Click on Investor Name for which report has to be downloaded.

3. Click on the three dot button in the top right corner. Click on Investment Preferences.

4. The Report & Analytics window is displayed. In the Investment Preferences panel, apply the following filters-

• Or/And- The toggle button to switch between Or and And.
• Investment Preferences- To view the Investment Preferences based on Sector, Sub-sector, Deal Type, Stakeholding, and Listed Company.
• Deal Stage- To filter results based on Deal Stage.
• Group By- Group by Deal or Investor.

5. Click on Submit. The Excel file will download.

I

To view the Investment Preferences Report, follow the below steps-

1. Click on Investor in the main menu.

2. Click on Investor Name for which report has to be downloaded.

3. Click on the three dot button in the top right corner. Click on Investment Preferences.

4. The Report & Analytics window is displayed. In the Investment Preferences panel, apply the following filters-

• Or/And- The toggle button to switch between Or and And.
• Investment Preferences- To view the Investment Preferences based on Sector, Sub-sector, Deal Type, Stakeholding, and Listed Company.
• Deal Stage- To filter results based on Deal Stage.
• Group By- Group by Deal or Investor.

5. Click on Submit. The Excel file will download.