Investment Strategy Comparison Report

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Overview


The Investment Strategy Comparison report will assist in confirming a fund's actual asset allocation to its projected allocation. 

Navigation


From the Main Toolbar, go to Reports.

Select Reports.

How to prepare


To download an individual report in PDF, Word or Excel format:

  1. On the left-hand side of the Reports screen, Drag & Drop the Investment Strategy Comparison Report from the Investment Reports list. 



  2. Once the report has been dragged & dropped, select Options (to the right of the report).



  3. Select either Download PDFDownload Word or Download Excel

You can also add this report to a Report Pack. See Reports for instructions. 

Example


Investments - Other Type


If investments are showing as "Other" link them to a tag in the Chart of Accounts

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