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Overview
The Asset Allocation Comparison Tool helps you compare the asset allocation of multiple portfolios or investment strategies side-by-side so you can see differences in exposure across asset classes such as equities, fixed income, cash and alternatives. This makes it easier to assess diversification, risk profile and alignment with target allocations or benchmarks.
Access
You can access the Asset Allocation tool from Digital Advice > Advice Tools.
The left menu panel will display Portfolio Name along with a grouping of tick boxes for the clients' entities. This gives users the option to select and deselect any portfolio or underlying investment for comparison.
Allocation Type
There are two types of asset allocation - existing and strategic. Users can switch between these by selecting the required header.
Strategic asset allocation uses client, partner, and super-risk profile. By default, a strategic profile will be selected, this can be altered based on the client’s requirements.
Asset class values will be shown, along with additional columns of Variance and Variance Percentage
Variance is a percentage of Existing Allocation percentage minus Strategic Asset Allocation percentage.
Growth Vs Defensive Asset Allocation for existing and recommended allocation.
Growth consists of:
Australian Shares
International Shares
Listed Property
Direct Property
International Property
Other
Defensive consists of:
Australian Fixed Interest
International Fixed Interest
Cash
The chart can be viewed as either a Pie or Bar Chart. However, can only be downloaded as a Pie chart
📌Note
Users can download the report in PDF, Word, and Excel formats.
All portfolios can be selected/deselected.
It is also possible to select the None option in the Strategic Allocation dropdown.
A pie chart is the default graph for the Growth vs Defensive comparison.
The downloaded Excel report consists of report details, selected portfolios, tabular values, and interactive graphs i.e., changed numerical values within excel will also be reflected in charts.
Upcoming Features
New features to be included in future releases:
The option to change the asset allocation of existing investments.
The ability to drill down to the investment level in the portfolio selection section.