Asset Allocation Goals

This template automates the process of rebalancing the client(s) portfolio. It works in conjunction with our new 'Risk Tolerance Questionnaire' to identify the "Investor Profile". It then compares the asset allocation recommendation to the actual client's holdings. The holdings are linked from the 'Portfolio Summary' spreadsheets. The holdings can be entered directly if you have not used the portfolio report. As soon the worksheet is opened, the recommended re-balancing of the portfolio is calculated showing the percentage and dollar amount to be re-balanced. There are a total of 15 asset classes amongst the four major asset categories. The asset classes are also adjustable.

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