Setting Target Asset Allocation Levels for Your Portfolio

This feature enables you to define the percentage of your funds you would like to allocate into each asset allocation category.

To view or change your asset allocation targets, go to: Manage -> Target Levels -> Asset Allocation Targets -> Define Asset Allocation Targets. The Target Asset Allocation screen is shown below.

On the left of this screen you will see a list of the asset allocation categories in your entity. Note that you can change this list by closing this window and going to System Setup -> Asset Allocation Categories.

Enter the target allocation for each asset allocation category under ‘Percentage’. You can also enter tolerance levels. Tolerance levels serve as a buffer zone. For example, if you define a target cash level as 5% and a tolerance of 2% then 3.5% and 6.9% would be within the target zone defined by the tolerance levels.

Before saving, please ensure that your target allocations add to 100% (or 0% if you do not wish to define any targets).

Click Save to save changes, then click Exit to close this screen.

Follow the link below to learn more about Manage Invest. Take the tour or check out the tutorials.

Take a Tour>>    Tutorials>>

Free 30 day Evaluation Version of Manage Invest.

Try the software and test it out. You will be amazed how comprehensive and user friendly it is.

Register for Download>> 

Click on the link below to enter our secure online purchase area. 

Buy Now>>

Click on the link below to view awards received by Manage Invest.

Become a Manage Invest Affiliate or Manage Invest Reseller today!