Investment Planning

The investment planning tab allows you to associate a portfolio to an attitude to risk questionnaire and then compare your portfolio asset mix to the attitude to risk suggested asset mix or the asset mix of any of your other portfolios.

Attitude to Risk

 

The default view will show no ATRQ associated with the portfolio.  Click the Take New Questionnaire button to go to the ATRQ menu page where you can choose to take a new questionnaire or associate it with an existing questionnaire result.  The client's attitude to risk will be then be displayed on the Investment Planning tab.

 

You can view the ATRQ results at any time by clicking the View Questionnaire which will open the linked questionnaire results in a new window.

Asset Mix Comparison

You can also compare the portfolio asset mix with any other portfolio or your ATRQ.  When you link a questionnaire to a portfolio it will also pass the ATRQ suggested asset mix to pre-populate the asset mix drop down.  

 

Click Refresh to load the asset mixes.

 

You can click the plus icon to expand the asset class to view the instruments that make up that weighting.

 

Export to PDF

You can create a summary of the Investment Planner Tab information as a PDF export by clicking the Export to PDF button.  The PDF contains a summary of the portfolio performance, the attitude to risk and the suggested asset mix.  The report will exclude the attitude to risk or asset mix if you don't select these options.