Investment Strategy Comparison Report

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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.

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. 


Investments - Other Type

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

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