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).
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.