Introduction
The Asset Allocation Report details your investment held and the percentage allocation. It also splits those investments into Defensive or Growth asset classes.
With the Asset Allocation Report, you can gauge just how well the entity is diversified. The assets held can be reconciled further using the Investment Strategy Comparison Report.
Navigation
| Navigate to Reports from the Main toolbar on the left side | |
| Further, select the Reports section |
Instruction
1. Search for Asset Allocation Report using the Search Report bar. Alternatively, locate the report under Investment Reports.
2. Add the Asset Allocation Report to Report Pack by selecting the Add To Pack arrow.
3. Once the report has been added, select Settings (to the right of the report).
The 60400 Bank Accounts can be excluded from the Investment Report. Users can choose to have Subtotals for each column in the report included in the report. Click Save.
4. Select either Download PDF, Download Excel or Download Word.
You can also add these reports to a Report Pack. See Reports for instructions.