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Navigate to Settings and select Modeller Customisation. From here you can have a ‘read only’ view of the investment strategy that is deployed in your system which includes the ATR questionnaire and the Asset Allocation mappings. You wou...
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There are two options for income requirements. These are a Level Income or a Profiled Income. Level income – if this option is chosen, then the annual figure specified will be assumed to be payable monthly in advance, with no escalation ...
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You also have the option of setting the ‘ Sharing ’ mode to either Private, Internal or Public as shown below. By setting the portfolio to one of the options, you will allow access to the portfolio to different User groups as de...
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Fund research starts at the same filtering/grid screen as product research. The principle is exactly the same as for product research: you can filter funds out by selecting features, and by specifying values for fields on the Stats tab (e.g. ...
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The performance vs. volatility graph shows a plot of a fund’s annualised performance (on the X axis) versus its volatility over the same period (on the Y axis). The graph is most useful when comparing multiple funds rather than a single fund...
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You can see which contracts a group of funds can be bought through using the Availability link in the menu bar. This link is displayed on both the filtering and ranking-results pages. Clicking on the Availability link displays a pop-u...
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From the results screen there are two reports that can be accessed. The comparison report will report the results grid for the scenario and display the inputs. The final report produces a report where individual components can be included or exclu...
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You start fund research by choosing one of the types from the Fund Data section on the Investments tab of the Home page. The screenshot below shows this tab with the fund section highlighted. ...
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The left-hand side of the grid screen shows all the fields of data which are recorded about the contracts, divided up into tabbed groups.(The fields and tabs which are available depend on the type of contract.) Features tab The first, F...
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A company factsheet shows information about a product provider. It consists of four sections, illustrated by the screenshot below: The company’s description of themselves. Head-office contact details. A list of the products offered by t...