Investment Pathways - Getting Started

The Investment Pathways tab contains the Central Investment Proposition, view Discretionary Fund Managers, Multi-Asset, Model Portfolios, Insurance Distribution Directives and Bespoke Portfolios: For further information about this area, please...

Central Investment Proposition allows you to set what on & off platform products will be available to research, as well as portfolios, fund lists and segments. They are created within the Investment Pathways tab: Click New under Cent...

For details on how to Create a Central Investment Proposition, see previous article Creating a Central Investment Proposition We have created our CIP, we can now add on platforms to include in the Central Investment Proposition. Use the search b...

For details on how to Create a Central Investment Proposition, see article Creating a Central Investment Proposition We have created our CIP, we can now add off platforms to include in the Central Investment Proposition. Click into the Off P...

Add Portfolios to the  Central Investment Proposition through the Portfolios tab: Use the search box on the left of the screen to find Portfolios you would like to add to the CIP. The all dropdown can be used to set what type of port...

Add fund lists in the Fund Lists  tab: Select the fund list/s you would like to add to the CIP: Use the arrow to move the list to Assigned to CIP For more information on configuring your CIP, see article  Central Inves...

Creating segments within the Central Investment Proposition allows you to use the on & off platforms, portfolios and fund lists added to the CIP and allocate them to a segment. You are able to set Adviser Fees against each segment and set which ...

After creating the segment, On platform products will be the first screen to complete. Click on the On platform product you would like to add to the segment: Once selected, click the arrow to move the platform over to Platforms in Segment ...

To add Off Platform products to the segment, click into the Off Platform Products tab: Click on the Off platform product you would like to add to the segment: Once selected, click the arrow to move the product over to  Off Platform ...

To add Portfolios to a Segment within the Central Investment Proposition click into Portfolios Move one or more portfolios by clicking on the portfolios you would like to add to the segment. Once selected, click the arrow to move the portf...

To add Fund List/s to a Segment within the CIP, click into the Fund Lists tab: Move one or more Fund Lists by clicking on the list you would like to add to the segment. Once selected, click the arrow to move the Fund List over to Fund Lis...

This article is a continuation of Central Investment Proposition - Adding Fund Lists to a Segment Add Adviser Fees to a segment within a Central Investment Proposition through the Adviser Fees tab: Fees can be entered using either a perc...

Assign Users to a Segment in a Central Investment Proposition by clicking into the Assign Users  tab: Click on user to move them over to the Assigned Users area: Multiple users can be assigned at once. Click on the first use...

Discretionary Funds Managers, Multi-Assets and Insurance Distributions Directives can be used as part of an Illustration. You are able to view the portfolio breakdown by clicking the eye to the left of the portfolio: If you would like ...

You can create/view portfolios within Portfolio Builder (As seen in article Portfolio Builder - Creating a Portfolio ) or within Investment Pathways. This article will take you through the Investment Pathwa ys area. Click into the portf...