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Created On: 13/02/2024
in Pathways Fund Lists The Fund Lists tab allows you to create one or more fund lists. Multiple Fund Lists can be active at one time and can be used on Central Investment Propositions. Create new Fund Lists through the New button: You can set the Fund List as Act...
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Created On: 13/02/2024
in Pathways Fund Lists To export a Fund List, click 'Export Fund List' in the top right of the screen: This will export your fund list to a csv file and can either be found in the download bar at the bottom of the screen, or within the Download folder: See next...
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In our 6.7 release we have released granular risk ratings. You will be able to view Discretionary Fund Managers, Multi-Asset and Insurance Distribution Directive risk ratings by an additional decimal point: ...
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Your browser does not support HTML5 video. How to view Discretionary Fund Managers, Insurance Distribution Directives, Multi-Assets, Model and Bespoke Portfolios within the Investment Pathways area ...
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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...
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This article is a continuation of Central Investment Proposition - Adding Adviser Fees to a Segment 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 ...
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This article is a continuation of Central Investment Proposition - Adding Portfolios to a Segment 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 woul...
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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 Central ...