Allocation Goals

Instructions

The PortfolioAnalyst Allocation Goals tab allows investors to view the current vs target asset class allocations to allow for portfolio rebalancing.

To configure Allocation Goals, please take the steps outlined below.

  1. Select the Planning tab at the top of the PortfolioAnalyst page.

  2. Select Allocation Goals.

  3. Click the plus (+) icon in the top right corner to add an allocation goal.

    Image of the PortfolioAnalyst planning allocation goals panel.

  4. Enter a Goal Name and from the drop down, configure the report by Asset Class or Sub-Asset Class.

    Image of the PortfolioAnalyst configure allocation goal.

    Asset Classes Include:

    Image of the PortfolioAnalyst asset classes

    Sub Asset Classes Include:

    Image of the PortfolioAnalyst sub-asset classes panel.

  5. Set your goal either by Percentage (%) or Dollar Amount ($).

    Image of the PortfolioAnalyst configure allocation goal panel.

    Note: If choosing a percentage (%) goal, the total must equal 100%

  6. Click Continue to save your Allocation Goal.

Notes

  • If goals are not configured this report is not available.

  • If goals are configured by percent, then the amount will be blank in the Goal and +/- columns.

  • If goals are configured by sub-asset class, asset class will be derived.

  • Actual holdings will always be displayed for an asset, sub-asset class, amount and percent.

  • Analysis period: As of the last business day, so current asset and sub-asset class goal percentages will always be reflected in the report. Historical goal percentages are not supported. The report is only included for time periods that include the last business day.

 

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