Comparison & ExAnte - Using a Central Investment Proposition

A Central Investment Proposition can be created and used on Comparison with Ex-ante and Ex-ante only research. Central Investment Propositions are setup within the Investment Pathways area. Articles on how to setup a CIP can be found  here. ...

This article explains how to create 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 ar...

Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with ex-ante scenario in the Research tab, click into the tab from the Homepage: All existing research wil...

This article explains how to create 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 ar...

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...

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

Term When updating the term, click Update Results Filter Results by Provider Filter the results by selecting one or more providers in the drop down: Click back into the drop down to select multiple providers Filte...

Add switching information through the Switches/Trades tab.  The  Set Trades + button will become available once information is complete. Set Trades +  to apply to the Results: The button will be greyed out once applied. Any changes ...

If Adviser Fees have been added to the segment within the CIP, they will be displayed in the Fees tab: If you have chosen to set Adviser Fees per Investment, the Add Fees Per Investment button will be enabled and fees will be greyed out. You...

When you are ready to select the Platform or Platform and Off Platform combination, select the  +  next to the chosen product: Continue to Ex-Ante Illustration: This will take you through to the Basis of the Illustration . See article...

A Report can be created on the Research report: You can either view the report or download: ...

The Basis of Illustration> Results  tab displays each investment separately. It outlines the following: Result Summary Investment Proposal Details  Investment Amounts Contributions & Withdrawals Custody Details Adviser Fees Pro...

This article is a continuation of Basis of Illustration - Results - CIP The Stochastic Forecast tab includes a Projection, Probability and Portfolio graph: The first column is based on the Target Strategic Asset Allocation . The second colu...

The Deterministic Forecast tab allows you to review a deterministic graph, showing the Net Contributions , Overall Return and Return Without Fees  over the  Term of Investment   Overall Growth %  & Overall Growth £  is also shown above the ...

The Capacity for Loss tab will need to be completed for each investment on the Illustration. Complete the questionnaire: You will not be able to proceed to the Check-in without the Capacity for Loss statement completed. You have the oppo...

The Suitability  tab will display an Efficient Frontier  graph: Included in this screen is a  Value at Risk Statement at the bottom of the graph: Next tab to review is the  Ex-Ante Statement.  See article Basis of Illustration - Ex-Ante...

The Ex-Ante Statement tab outlines a breakdown of all costs: The next tab to review is the Compliance Details.   See article Basis of Illustration - Compliance Details - CIP ...

The Compliance Details tab includes an internal Compliance Statement , Stochastic Investment Forecast Details by Year , Calculated Fees Summary , Risk Summary and Fund Fact sheet. The Compliance Statement is internal and will not app...

Report Content contains a Recommendation Summary and Target Portfolio Summary.  When completed, they will appear on the report. The Outcome Summary  will display Total Invested During Term , Expected Outcome (Stochastic) , Final Value (...

Once all tabs have been reviewed and the Capacity for Loss statement has been completed, you can check the box next to the Investment: If this is the only investment, you can proceed to the Check-In stage. If you have multiple investments, y...

The Client Check-In allows you to add commentary to evidence that the clients attitude to risk, knowledge & experience and personal circumstances have been assessed. Once complete, Continue to Report ...

In the Report  area, you will find a Report for each Investment on the left side of the screen: Click  View Report: When selecting the report, it will be highlighted green on the left. The report will load on the right side of the screen: ...