On this screen you'll select an asset allocation from the efficient frontier curve.
Click on the desired segment of the curve to select an asset allocation for the client. The initial curve shown assumes no constraints on any of the broad asset classes.
If you'd like to limit the exposure to a particular asset class -- limiting international stock to no more than 15% of the overall allocation, for example -- type in the desired minimum or maximum percentage for an asset class in the table below the curve. Then click Recalculate and a new curve will be drawn, reflecting your desired constraints. Click on desired segment.
Click Generate Report to create an Investment Policy Statement or an Investment Policy Statement with Investment Recommendations.
Map Model Portfolio
Click Map Model Portfolio to associate a model portfolio with an asset allocation. The model portfolio will then appear as the investment recommendations within the Investment Policy Statement.