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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...
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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...
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In the Report area, you will find a Report for each Investment 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 t...
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The Client Check-In allows you to add commentary to evidence that the clients attitude to risk, knowledge & experience and personal circumstances have been assessed. Once complete, Continue to Report ...
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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...
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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 ...
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The Suitability tab will display an Efficient Frontier graph: Included in this screen is a Value at Risk Statement at the bottom of the graph: Next tab to review is the Ex-Ante Statement. See article B...
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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...