The Investment Strategy Comparison report will assist in confirming a fund's actual asset allocation to its projected allocation.
|From the Main Toolbar, go to Reports.|
How to prepare
To download an individual report in PDF, Word or Excel format:
- On the left-hand side of the Reports screen, Drag & Drop the Investment Strategy Comparison Report from the Investment Reports list.
- Once the report has been dragged & dropped, select Options (to the right of the report).
- Select either Download PDF, Download Word or Download Excel.
You can also add this report to a Report Pack. See Reports for instructions.
Investments - Other Type
If investments are showing as "Other" link them to a tag in the Chart of Accounts.