IAM PROFESSIONAL TOUR
1.1 1.2 1.3 1.4 1.5
1.1 PORTFOLIO ALLOCATION TAB
The Portfolio Allocation tab is used to set portfolio target percentages for asset class (cash, fixed income, US stocks, international stocks, and other). These targets are then used by Investment Account Manager to identify possible portfolio rebalancing. If users have created pre-defined global model allocations, use the drop down arrow to select the appropriate Model Allocation for the current portfolio. Use the Reset to Model button to reset the current portfolio model allocations to a specific pre-defined allocation benchmark.