-
Term When updating the term, click Update Results Filter Results by Provider Filter the results by selecting one or more providers in the drop down: Click back into the drop down to select multiple providers Filte...
-
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 app...
-
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...
-
This article is a continuation of Ex-Ante - Basis of Illustration - Results The Stochastic Forecast tab includes a Projection, Probability and Portfolio graph: The first column is based on the Target Strategic Asset Allocation . The second ...
-
This article explains how to create 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 & build your CIP...
-
When you are ready to select the Platform or Platform and Off Platform combination, select the + next to the chosen product: Continue to Ex-Ante Illustration:
This will take you through to the Basis of the Illustration . Se...
-
The Basis of Illustration> Results tab displays each investment separately. It outlines the following: Result Summary Investment Proposal Details Investment Amounts Contributions & Withdrawals Custody Details Ad...
-
Add switching information through the Switches/Trades tab. The Set Trades + button will become available once information is complete. Set Trades + to apply to the Results: The button will be greyed out once applied. ...
-
When you are ready to select the Platform or Off Platform product, select the + next to the product: Select Continue to Ex-Ante Illustration: This will take you through to the Basis of the Illustration . See artic...
-
The Deterministic Forecast tab allows you to review a deterministic graph, showing the Net Contributions , Overall Return and Return Without Fees over the Term of Investment. Overall Growth % & Overall Growth &p...