Reviewing All Asset Allocation Models
Asset Allocation models configured in the system in relation to all of the accounts that are linked to them can be reviewed with this feature.
The selection of this tab will trigger a model search in the system. As a default, all Active and Pending Asset Allocation models as of the current system date will be returned in the Asset Allocation Model Search Results table on initial launch (i.e. it will display all Asset Allocation Models based on the defaults for each of the search parameter). The initial or subsequent searches will display Corporate Asset Allocation Models and any Advisor Asset Allocation Models based on the selection criteria, operator's access, workgroup security and user preferences.
To review asset allocation models for all accounts
1. From the opening screen after logging in, select the Asset Allocation tab. The Asset Allocation Models search screen appears.
2. Enter any of the following search parameters:
• Code
• Description
• Investment Portfolio Profile
• Model Types
• Version Status
• Dealer
• Advisor
3. After all search parameters have been entered, click Search. Asset Allocation Models matching the search criteria are displayed.
4. To save a favourite search, click Favourites.
5. Click the Description hyperlink to open Asset Allocation Model Overview dialog, which displays information for any accounts linked to the model. See the next section for details.
6. Click either Print PDF or Print Text, depending on the desired type of report, to generate the report.