How is the proposed asset mix generated?
The Insight Analyzer uses the score from the Questionnaire to suggest an optimal asset mix along the efficient frontier. This mix takes into account the prospects investment objectives, risk tolerance, expected return and time horizon. • Is my client restricted to the proposed asset mix? No. You and your client can explore various portfolio mixes along the efficient frontier and decide upon the clients ultimate structure. • How do I return to the Proposed portfolio after viewing the Test portfolio on the Efficient Frontier? To return to the Proposed portfolio information after viewing a Test portfolio, select the Redraw Frontier option from the Graph menu. The recommended portfolio mix will reappear on the Efficient Frontier. • How can I change my dealer information? The first time you login to the Insight Analyzer software, you must enter your dealer information in the Logon pop-up window. You will not be required to reenter this information on subsequent entries. If you wish to chang
