-
This article is a continuation of Basis of Illustration - Stochastic Forecast - CIP The Deterministic Forecast tab allows you to review a deterministic graph, showing the Net Contributions , Overall Return and Return Without Fees ...
-
The Compliance Details tab includes an internal Compliance Statement , Stochastic Investment Forecast Details by Year , Calculated Fees Summary , Risk Summary and Fund Fact sheet. The Compliance Statement is internal and will not ap...
-
Report Content contains a Recommendation Summary and Target Portfolio Summary. When completed, they will appear on the report. The Outcome Summary will display Total Invested During Term , Expected Outcome (Stochastic) , Fin...
-
A Central Investment Proposition can be created and used on Comparison with Ex-ante and Ex-ante only research. Central Investment Propositions are setup within the Investment Pathways area. Articles on how to setup a CIP can be found here. ...
-
If Adviser Fees have been added to the segment within the CIP, they will be displayed in the Fees tab: If you have chosen to set Adviser Fees per Investment, the Add Fees Per Investment button will be enabled and fees will be greyed out. You...
-
The Capacity for Loss tab will need to be completed for each investment on the Illustration. Complete the questionnaire: You will not be able to proceed to the Check-in without the Capacity for Loss statement completed. You have the oppo...
-
The Ex-Ante Statement tab outlines a breakdown of all costs: The next tab to review is the Compliance Details. See article Basis of Illustration - Compliance Details - CIP ...
-
Once all tabs have been reviewed and the Capacity for Loss statement has been completed, you can check the box next to the Investment: If this is the only investment, you can proceed to the Check-In stage. If you have multiple investments, y...
-
Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with ex-ante scenario in the Research tab, click into the tab from the Homepage: All existing research wil...
-
This article explains how to add investments to Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup the CIP, this can be done in the Investment Pathways tab. For more information on how to create & bu...