Performing Portfolio Mix Administration

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, and then the Investment Objectives view.

2. In the Portfolio Investment Objectives list, select a portfolio investment objective to administer as described in the following table.

   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.