The "Advanced Investor Profile" screen displays questions that are used when a custom portfolio solution is needed. This screen is used for investors who have:
Specific investment preferences
Specific needs or situations
There are two optional Advanced Investor Profile questions:
The first question determines the investor's desire to hold a cash position.
The second question on financial means information is used to determine a prudent maximum specialty allocation for the portfolio. This is used to adjust the core and specialty allocation in a custom portfolio.
Unlike the previous Investor Profile questions, the tool does not use these questions to determine a recommended profile. Information collected on this screen is used only to develop recommended targets and maximums for the portfolio. As such, these questions are optional and do not have to be completed before proceeding to the next screen.
An on-screen link to guideline information is available for each question.
Once the questions are completed click "Next" to continue to the "Quadrant Allocation" screen.