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Creating Investment Objectives and the Portfolio Mix

Administrators can add or modify investment objectives as well as create asset and fund portfolio distributions in the Securities views in the Finance Administration screen.

Several Portfolio Objectives are provided in the standard Siebel Finance application. If you need to make changes to the assets or funds used to score the investment objectives in the Investments subview of the Needs Analysis view in the Contacts screen, you can change the score calculations in the FINS Investment NA Action business component by making changes to the applicable fields, such as these:

• The Computed INV NA Score Calc field is used to calculate the average score of the first 13 questions.
• The fields Score1 to Score5 are used to convert the average score to a number divisible by 4.
• The field Computed INV NA Score is used to calculate the final score.

You can even apply a different algorithm to compute the scores if, for example, you want to add more questions or convert the average score to a number divisible by 3 or 5 instead of 4.

To create an investment objective

1. Navigate to the Administration - Finance screen > Investment Objectives view.
2. In the Portfolio Investment Objectives list, add a record, and complete the necessary fields.

After you create a new investment objective, you can set up the portfolio mix for the investment objective.

To perform portfolio mix administration

1. Navigate to the Administration - Finance screen > Investment Objectives view.
2. In the Portfolio Investment Objectives list, select a portfolio investment objective to administer.

   To...	Add...
   Add a new asset.	A record in the Asset Recommendation list and complete the necessary fields.
   Add a new fund.	A record in the Fund Recommendation list and complete the necessary fields.