Investment Pathways - Getting Started

Navigate into the Investment Pathways tab. Click into the CIP you would like to amend: Click into the Portfolio Tab: Use the search box on the left of the screen to find Portfolios you would like to add to the CIP.   The  all  dro...

The Investment Pathways tab contains the Central Investment Proposition, view Discretionary Fund Managers, Multi-Asset, Model Portfolios, Insurance Distribution Directives and Bespoke Portfolios: For further information about this area, pleas...

Central Investment Proposition allows you to set what on & off platform products will be available to research, as well as portfolios, fund lists and segments. They are created within the Investment Pathways tab: Click New under Central ...

For details on how to Create a Central Investment Proposition, see previous article Creating a Central Investment Proposition We have created our CIP, we can now add on platforms to include in the Central Investment Proposition. Use the search b...

For details on how to Create a Central Investment Proposition, see article  Central Investment Proposition - Adding On Platforms to a Segment We have created our CIP, we can now add off platforms to include in the Central Investment Proposition. ...

This article is a continuation of  Central Investment Proposition - Adding Off Platform Products Add Portfolios to the  Central Investment Proposition through the Portfolios tab: Use the search box on the left of the screen to find Portf...

This article is a continuation of  Central Investment Proposition - Adding Portfolios Add fund lists in the Fund Lists  tab: Select the fund list/s you would like to add to the CIP: Use the arrow to move the list to Assigned to CIP ...

This article is a continuation of  Central Investment Proposition - Adding Fund Lists Creating segments within the Central Investment Proposition allows you to use the on & off platforms, portfolios and fund lists added to the CIP and allocate the...

This article is a continuation of Central Investment Proposition - Creating Segments After creating the segment, On platform products will be the first screen to complete. Click on the On platform product you would like to add to the segment: ...

To add Off Platform products to the segment, click into the Off Platform Products tab: Click on the Off platform product you would like to add to the segment: Once selected, click the arrow to move the product over to  Off Platform Produ...

This article is a continuation of Central Investment Proposition - Adding Off Platforms to a Segment To add Portfolios to a Segment within the Central Investment Proposition click into Portfolios Move one or more portfolios by clicking o...

This article is a continuation of Central Investment Proposition - Adding Portfolios to a Segment To add Fund List/s to a Segment within the CIP, click into the Fund Lists tab: Move one or more Fund Lists by clicking on the list you woul...

This article is a continuation of  Central Investment Proposition - Adding Fund Lists to a Segment Add Adviser Fees to a segment within a Central Investment Proposition through the Adviser Fees tab: Fees can be entered using either a perc...

This article is a continuation of   Central Investment Proposition - Adding Adviser Fees to a Segment Assign Users to a Segment in a Central Investment Proposition by clicking into the Assign Users  tab: Click on user to move them over to ...

Discretionary Funds Managers, Multi-Assets and Insurance Distributions Directives can be used as part of an Illustration. You are able to view the portfolio breakdown by clicking the eye to the left of the portfolio: If you would like ...

You can create/view portfolios within Portfolio Builder (As seen in article Portfolio Builder - Creating a Portfolio ) or within Investment Pathways. This article will take you through the Investment Pathwa ys area. Click into the por...

In our 6.7 release we have released granular risk ratings. You will be able to view Discretionary Fund Managers, Multi-Asset and Insurance Distribution Directive risk ratings by an additional decimal point: ...