This article is a continuation of In-House Discretionary - Asset Allocation
In an In-House Discretionary Portfolio, you are able to add Platforms and Products that the product can be purchased through.
Use the Search box to find available platforms:
Click the + button to select the Platform:
Once added, products under the platforms can be excluded/included:
As Platforms are added, they will appear minimised. They can be maximised and minimised through the arrow on the left side:
To remove a Platform and all the underlying assets, unselect the Platform:
Off-Platforms products can be added and removed through the Off-Platform tab:
The availability of the portfolio should be considered when performing platform/product comparisons or ex-ante research.
Once you have added the platforms & off-platform products to the portfolio, the costs & charges associated with the portfolio will be pulled through when conducting research.
A special deal can be added for each platform/product added. This will allow you to create a deal specific to the use of the In-House Discretionary Portfolio in Research.
For further information on Switch research, see article
