Asset Allocation Profile Dialog Box

Create or edit a model asset allocation in this box. 

1. In the Model Name box, enter the name of this model portfolio.

2. In the Allocation % column under Asset Allocation Profile, enter the weighting of the 14 asset classes. The total must equal 100%.

3. If you want to attach a model portfolio to this model asset allocation, click the magnifying glass icon in the Attached Model Portfolio box.

4. Click OK. The asset allocation appears in the Total Records box. You still need to select it to attach it to the model portfolio.