Siebel eFinance Guide > Financial Needs Analyses > Administrator Procedures >

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.

To create an investment objective

  1. From the application-level menu, choose View > Site Map > Finance Administration > Investment Objectives.
  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.

Several Portfolio Objectives are provided in the standard Siebel eFinance 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, the score calculations can be changed in the FINS Investment NA Action business component by making changes to the applicable fields, such as these:

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 perform portfolio mix administration

  1. From the application-level menu, choose View > Site Map > Finance Administration > Investment Objectives.
  2. In the Portfolio Investment Objectives list, select a portfolio investment objective to administer.
  3. To add a new asset, add a record in the Asset Recommendation list and complete the necessary fields.
  4. To add a new fund, add a record in the Fund Recommendation list and complete the necessary fields.

 Siebel eFinance Guide 
 Published: 20 October 2003