Asset Allocation
Use these resources to help you better understand asset allocation in NaviPlan.
Videos 2
Defining Asset Allocation Settings
Topics Covered:
- Determining your clients’ investor profile.
- Establishing your clients' risk tolerance.
- Creating the optimal portfolio balance.
Entering Assets and Liabilities
Topics Covered:
- Entering clients' lifestyle assets and liabilities.
- Linking assets and liabilities.
- Viewing liability schedules and verifying account figures.
Functional Documents 4
Overview of Asset Allocation in NaviPlan
Topics Covered:
- Available asset allocation options.
- Available asset classes.
- Effects of time horizons on client portfolios.
- How NaviPlan handles proceeds from assets.
- An overview of Morningstar capital market assumptions.
- How to classify accounts and holdings.
Asset Allocation and its Effects on Client Reports
Topics Covered:
- Differences between the suggested asset mix and the assumed asset mix.
- The asset mix represented by the Entire Portfolio data.
- Return rate differences between the Profile page and the Entire Portfolio data in client reports.
- When and where NaviPlan shows pre-retirement and retirement asset mixes.
Effects of the Current Portfolio Setting on a Plan
Topics Covered:
- Definition of the Current Portfolio Setting.
- Differences in calculations between Rebalanced and Not Rebalanced portfolios.
Asset Allocation: Plan Level, Goal Level, and Scenario Level
Topics Covered:
- Determining the investor profile and suggested asset mix at the plan level.
- Overriding the suggested asset mix for a specific goal.
- Overriding the suggested asset mix for a scenario.