Ex-Post Reviews - Getting Started

Yes, In the 4.2 release you are able to select a new holding (including generic) and create an ex-post review. When the ex-post review loads, you will see the same screen as when using a converted holding from ex-ante research, but there will be no...

Ex-post reviews can be conducted from a holding that has been converted from ex-ante research. For more information on how to create a comparison with ex-ante or ex-ante research, see here. Navigate to the holding you would like to review: Cl...

This article is a continuation of Ex-Post Reviews When the review has been created, you will be taken to the Review screen: The screen is split into Previous, Current and Proposal: Click the edit pen to select Investment Snapshot: ...

This article is a continuation of  Ex-Post Reviews - Review Screen Once you have reviewed the previous and current Illustration, you are able to edit the details in the Proposal column. You are able to edit details of: Policy Details Investmen...

This article is a continuation of Ex-Post Reviews - Edit The optimise button allows you to optimise the holding portfolio for the proposal. You are able to: Review the funds and current weightings to determine whether the portfolio should be u...

This article is a continuation of Ex-Post Reviews - Optimise The Stochastic Forecast tab includes a Projection, Probability and Portfolio graph: The first column is based on the Target Strategic Asset Allocation . The second column is based ...

This article is a continuation of Ex-Post Reviews - Stochastic Forecast The Deterministic Forecast tab includes Current - Deterministic Forecast of the Current Investment &  Proposal - Deterministic Forecast of the Proposed Investment. Fo...

This article is a continuation of Ex-Post Reviews - Deterministic Forecast The Suitability tab includes two Efficient Frontier Graphs. The first column is based on the Current - Investment Asset Allocation . The second column is based on the Pr...

This article is a continuation of Ex-Post Reviews - Suitability The Costs & Charges tab includes a breakdown of all costs, in line with MifID directives: Disclosure also needs to include a separate forecast for costs for the first year, whic...

This article is a continuation of Ex-Post Reviews - Costs & Charges The Capacity for Loss questionnaire for the proposal will need to be completed before continuing through the tabs and onto the Client Check-In s creen Complete the questionna...

This article is a continuation of Ex-Post Reviews - Capacity for Loss The Compliance Details tab includes an internal Compliance Statement , Stochastic Investment Forecast Details by Year , Portfolio Factsheet  and   Risk Summary. F...

This article is a continuation of Ex-Post Reviews - Compliance Details   The Report Content contains a Recommendation Summary and Target Portfolio Summary.  When completed, they will appear on the report. The Objective Summary  will pull...

This article is a continuation of Ex-Post Reviews - Report Content The Client Check-In  screen allows you to add commentary to evidence that the clients attitude to risk, knowledge & experience and personal circumstances have been assessed. ...

This article is a continuation of Ex-Post Reviews - Client Check-In In the Report  area, you will find the proposal details on the left side of the screen: The body of the report can be viewed on the right side of the screen: ...

This article is a continuation of  Ex-Post Reviews - Report Once the report has been reviewed, Mark as Complete at the top right of the screen: Continue The Mark as Complete button will be greyed out once done. ...