Scenario comparisons in Investment Planning

by Alexander Wells on 28 Sep 2017

“The difficulty in life is the choice” – George A. Moore

In a previous post we noted how to allocate at the portfolio level within Investment Planning (details here), but there are further options available for scenario comparison.

Illustrate the impact of allocating to different targets in a side by side comparison, and include this in your report.  Click the image below for details.

scenario-comparison-report-example

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