Portfolio (IPS) - IPS Model

Portfolio (IPS) - IPS Model

IPS Model Overview

This overview and navigation outlines the main components available in the client's IPS Model screen

 

Portfolio Model

A Target Set consists of a selection of securities and the recommended weighting for each security. Model Portfolios can be applied to a client's portfolio using Target Sets. Target Sets creates a proposed portfolio using a saved model portfolio that can be applied as a percentage of the total portfolio.

Further information on Model here 

 

Portfolio Recommendations

This section allows you to make recommendations within the client portfolio. You can add new investments and increase/decrease exposure to existing assets, you can also create an investment strategy that will meet the client’s objectives and target asset allocation.

Further information on Investment Recommendations here 

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