Investment Strategy Comparison Report

On this page

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Overview

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

Navigation

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From the Main Toolbar, go to Reports.
Select Reports.

How to prepare

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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 PDF, Download Word or Download Excel. 

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

Example

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Investments - Other Type

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