Comparison & Ex-Ante using a CIP - Add Investment

This article explains how to add investments to Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup the CIP, this can be done in the Investment Pathways tab. For more information on how to create & build your CIP, see articles here.

Once the Research has been created, you can start to add Investments to Research. See articles on how to create Research - Comparison & Ex-Ante using a CIP- Creating through the homepage, Comparison & Ex-Ante using a CIP - Creating in the research tab or Comparison & Ex-Ante using a CIP - Creating research within a client record 

Add investment through the Add Investment + button:

Complete the Wrapper Type, Target Risk Category, Objective & Needs and Ability to Bear Losses:

Once all fields have been completed, further detail will appear below:

Enter the Investment Details.

 Once entered, a summary will be calculated:

Select the Portfolio or Fund in the Fund Selection area.

Please note - As we have selected a segment, only funds and portfolios configured in the CIP will be returned. If nothing is returned, check that the fund/portfolio has been added to the CIP and assigned to the chosen segment. See articles Central Investment Proposition - Adding Portfolios, Central Investment Proposition - Adding Fund Lists, Central Investment Proposition - Adding Portfolios to a Segment & Central Investment Proposition - Adding Fund Lists to a Segment.

Choose between Portfolio or Fund

If Portfolio is selected, you are able to select the type of portfolio in the All drop down:

In this example, we have selected Discretionary Fund Managers. 

When searching, only Portfolios offered by Discretionary Fund Managers will be returned:

Advanced Search allows you narrow the search by Promoter, Range, Risk Category & Portfolio Basis:

If Risk Category is set, this will return DFM portfolios with a risk rating of Moderately Cautious (High End). 

Click Apply:

If selecting a fund, click Fund:

Search for funds using the fund name or fund code:

Once done, click Save

Once saved, the results will be displayed. Please note - As we have used a Central Investment Proposition and selected a segment, only platforms, off platform products, portfolios and funds configured in the CIP will pull through.