Workflow Tools
Create a Model Portfolio
Build a reusable model portfolio with target weights that client portfolios can be compared against.
How to Create a Model Portfolio
YouTubeGenesis Guide video tutorial · 43 sec
Model portfolios let you define a reusable target allocation for comparison and proposal workflows.
How to create a model
- Open Models.
- Create a new model portfolio.
- Add the securities you want in the model.
- Set the target weights.
- Review the model before using it in Compare or a proposal workflow.
Related topics
- Models
- Target allocation
- Compare
- Proposals