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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...
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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...
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This article is a continuation of Ex-Post Reviews - Review Screen The optimise button allows you to optimise multiple details. Investment Details tab Amend the term Select Central Investment Proposition or Whole of Market Complete MiFID I...
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This article is a continuation of Ex-Post Reviews - Stochastic Forecast The Deterministic Forecast tab includes Current Period Projection & Next Period Projection. For further information on Ex-Post Reviews, see article Ex-Post Reviews...
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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...
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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 Period Projection . The second column is based on the Next Period Pr...
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Ex-post reviews can be conducted either from a new holding (including generic) or 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 ...
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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 Review, Current Position and Next Period : Previous state will list the i...
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Tell us about your experience with Synaptic Pathways! You can leave us a review through the Salesforce Appexchange here. It only takes a minute to complete, see below video for details: Your browser does not support HTML5 video. ...
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Your browser does not support HTML5 video. How to import funds into a portfolio, Importing multiple portfolios and how to import and export funds in the Default Fund List. ...