In this user guide, we will demonstrate how to provide an overview of Advisor Investment Assumptions.
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- Leonard Hutchinson
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1 In this user guide, we will demonstrate how to provide an overview of Advisor Investment Assumptions. Advisor Investment Assumptions are a single set of investment assumptions used globally across clients. Advisor Investment Assumptions include model portfolios, asset classes, indices and security overrides, which can be applied to multiple clients. The advisor can base Advisor Investment Assumptions on an existing client s assumptions or create new assumptions. Client Investment Assumptions are specific to one client and are recommended when a client needs unique assumptions that would not apply to other clients. Client Assumptions must be maintained independently in a client s fact finder. 1. To set Advisor Investment Assumptions - select More from the navigation bar and choose Investment Assumptions. 2. Use the links on the left or choose the click here blue hyperlink. 3. Any changes will carry over to all clients assigned to Advisor Assumptions 1 Advisor Investment Assumptions Overview
2 4. To use Client Investment Assumptions as the global Advisor Investment Assumptions, click Management. 5. Go to the client dropdown and choose which client s investment assumptions you want to make global. Once selected, click the Copy button. 6. In the following pop-up box, determine whether to replace the global Advisor Assumptions with a copy of the client s investment assumptions. If this change is desired, check the box next to Use Advisor Assumptions for this client going forward and click Continue. 2 Advisor Investment Assumptions Overview
3 This client s investment assumptions are now the new global Advisor Investment Assumptions. 7. To see which clients are using Advisor Assumptions, click on Management 8. Under Show clients currently using dropdown, choose Advisor Assumptions and all clients which currently are set to use the Advisor Assumptions will be displayed. 3 Advisor Investment Assumptions Overview
4 9. To have one of the clients use their own, individual Client Investment Assumptions, click that client and click Use Client Assumptions A pop-up box will appear to confirm that Client Investment Assumptions should be created for that client. If so, click Continue. The use of Advisor Investment Assumptions for this client will be discontinued and individual Client Investment Assumptions will be used for that client. 4 Advisor Investment Assumptions Overview
5 11. This client will now be listed under clients using Client Assumptions. This client, going forward, will not reflect any changes made to the global Advisor Investment Assumptions. 12. Security Overrides allows the advisor to override the asset class or sector of a holding. Note: Securities with no Ticker or CUSIP will not carry through to the Advisor Investment Assumptions/Security Overrides page. 5 Advisor Investment Assumptions Overview
6 13. To edit the Asset Class or Sector of a holding click Make Changes. 14. Select the new Asset Class and/or Sector from the dropdown. Click Save Changes. 15. Click on Add a Security to add a new Security with an overriding Asset Class and/or Sector. A new row will appear below the last security. Enter a Ticker or CUSIP and select the Overriding Asset Class and/or Sector. 6 Advisor Investment Assumptions Overview
7 16. To save these changes, click the Save Changes button. Clicking Discard Changes will void any changes made. Clicking the Red X to the right of the security will delete the security. Return to the Security Overrides overview screen by clicking Save Changes or Discard Changes. 17. Click on Unclassified Holdings/Make Changes to reclassify any unclassified Asset Class and/or Sector. 7 Advisor Investment Assumptions Overview
8 18. Choose the client and select an Asset Class and/or Sector by clicking the corresponding dropdown. 19. To save any changes made, click Save Changes. Clicking Discard Changes will void any changes made. 8 Advisor Investment Assumptions Overview
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