GREGORIUS

'THE PROJECTS'

Client Wealth Management

This project was based on the capstone project by the University of Geneva for the specialization course, Investment Management.

The main goal of this project lay in building an extended comprehension of different asset distributions. Furthermore, this project focused on calculating core statistics and ratio's for varying types of Strategic Asses Allocations (SAA) & Tactical Asset Allocations (TAA). A hypothetical client with a wealth of USD 6,000,000 was used for the computing of various statistics.

Yield and return data have been provided by the Union Bank of Switzerland (UBS) and adjusted for computing reasons by the University of Geneva.

MS Power BI Sales Dashboard

This project focused on creating a sales dashboard using a sample database provided by Gus Segura. The database contains sales sample data for a fictional company containing order info, sales data, customer data, and shipping information.

This interactive sales dashboard uses a dark theme, displaying multiple KPIs visualized in a well-structured and comprehensible manner. The most important metrics such as total sales, and total units sold are easily viewable at first glance. The dashboard contains multiple filter options such as filtering by country, territory, city, etc. These filter options allow users to easily display valuable metrics based on their filter of choice.

Further references and credits are provided within the dashboard.