The efficient frontier may generate up to 20 asset allocations. You can attach one or more portfolios to each asset allocation. The holdings in the portfolios can then be included as security recommendations in the Investment Policy with Recommendations (IRR) report.
Identify the asset allocation that you want to attach portfolios to. In the corresponding Attached Model Portfolio Name column, click the magnifying glass icon. The Find Model Portfolio box will appear.
Find one or more portfolios that you want to attach to the selected asset allocation. Click OK.
The Attached Model Portfolio Name column will be populated with the name of the selected portfolio(s).
To remove an asset allocation:
Select the asset allocation you want to remove from the efficient frontier options by clicking the box to the left of the name.
Click Remove. The asset allocation is removed and will not be considered in the efficient frontier calculations.
To add an asset allocation:
Click the Assign Allocation button. The Find Asset Allocation box appears.
Find one or more asset allocations that you want to use in the efficient frontier. Click OK.
The selected asset allocations will appear in the Asset Allocation Name column.