Allocation Goals
View your current vs. target asset and sub-asset class allocations for seamless portfolio rebalancing. Once goals are configured, you can run the Allocation Goals report to identify over and underweighted asset/sub-asset classes vs. the configured goal.
To navigate to this tool, please take the steps outlined below.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the Allocation Goals widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Allocation Goals widget.
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Select the blue arrow icon in the top right corner to view additional details.
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A new page will populate with additional information regarding your allocation goals.
Find out more information about using our Allocation Goals tool.