Articles on: PMS & Investment Tools

Asset Allocation Suitability

The Asset Allocation Suitability shows if your different asset allocations are in-line - or not - with your strategy.

If you are in line with your strategy, a green line will appear.
If you are not in-line - either under or over exposed - a red line will appear.
The grey range is a range between the minimum and the maximum allocation you should have for each allocation.

Updated on: 08/07/2022