Create Model Asset Allocation Dialog Box

1. Enter name for asset allocation in the Model Name box.

2. Assign asset class allocation percentages for Cash, US Stock, Non-US Stock, Bonds, and Other in the Allocation (%) boxes. The total percentage must equal 100%.

3. You can map this allocation to an existing model portfolio. To do so, click on the magnifying glass icon in the Mapped Model Portfolio box to select the desired model portfolio.

4. Click OK.