Create a composite investment plan
Overview
FA allows you to make a combined investment plan based on model portfolios and their respective shares. For example, you might want to build a 60/40 investment plan based on your equity model portfolio with 60 % share and fixed income model portfolio with 40 % share.
Getting started
Build your model portfolios. For detailed information on model portfolios, refer to the FA Back reference: Model portfolio management.
Link the model portfolios to appropriate asset types.
You can choose the asset types defined under asset class with code MOD. The asset group also needs to have the code MOD. In this example, there are two asset types, Equity (A) and Fixed Income (B). The Equity asset type is linked to the model portfolio with the same name:
Define a strategy for the MOD asset group in your portfolio and specify the desired weights. For example, if you want to build an investment plan with 60/40 strategy, set up a strategy with 60% share of the Equity asset type (as defined in the previous step) and 40% share of the Fixed income asset type. For more information on defining portfolio strategy, refer to the FA Back reference: Strategy.
Create a composite investment plan
Go to the Portfolios view and filter out all the portfolios, that you would like to create a composite investment plan. Click Rebalance → Create composite investment plan in the bottom of the page.
Define a date (a starting date for the new investment plan). Click “Done“
System will show the status (and any errors) in the right bottom corner.
In Task view you can see all the created investment plan
