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Add Portfolios to the Central Investment Proposition through the Portfolios tab: Use the search box on the left of the screen to find Portfolios you would like to add to the CIP. The all dropdown can be used to set what type of port...
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For details on how to Create a Central Investment Proposition, see article Creating a Central Investment Proposition We have created our CIP, we can now add off platforms to include in the Central Investment Proposition. Click into the Off P...
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For details on how to Create a Central Investment Proposition, see previous article Creating a Central Investment Proposition We have created our CIP, we can now add on platforms to include in the Central Investment Proposition. Use the search b...
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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 Cent...
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The Investment Pathways tab contains the Central Investment Proposition, view Discretionary Fund Managers, Multi-Asset, Model Portfolios, Insurance Distribution Directives and Bespoke Portfolios: For further information about this area, please...
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Within the Report area, you will find a Report on the left side of the screen: Click View Report: When selecting the report, it will be highlighted green on the left. The report will load on the right side of the screen: ...
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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...
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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...
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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...
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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...