FI360 TOOLKIT™ FOR ADVISORS: Models Guide Fi360, Inc. 2017 1 Models Overview The My Models section of the Fi360 Toolkit for Advisors™ provides both asset class and investment specific models. Strategic (asset class) and tactical (investment specific) views are available within a single model version. You may also have multiple model versions of a model under a single model group name, (e.g. Conservative, Moderate, Aggressive, etc.). These models can either stand alone or link up to existing clients, within the Client Cabinet. Depending on the customization and approach of your firm’s model provision, two hierarchies are usually applied for the overall structure in the My Models section of the Toolkit™: Assigning one model under one group to many clients-This option is more streamlined since one change in a model flows through to multiple clients
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FI360 TOOLKIT™ FOR ADVISORS · 2019. 1. 16. · FI360 TOOLKIT™ FOR ADVISORS: Models Guide Fi360, Inc. 2017 3 Strategic Asset Allocation You may to create a strategic asset Allocation
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FI360 TOOLKIT™ FOR ADVISORS:
Models Guide
Fi360, Inc. 2017 1
Models Overview
The My Models section of the Fi360 Toolkit for Advisors™ provides both asset class and investment specific models.
Strategic (asset class) and tactical (investment specific) views are available within a single model version. You may
also have multiple model versions of a model under a single model group name, (e.g. Conservative, Moderate,
Aggressive, etc.). These models can either stand alone or link up to existing clients, within the Client Cabinet.
Depending on the customization and approach of your firm’s model provision, two hierarchies are usually applied
for the overall structure in the My Models section of the Toolkit™:
Assigning one model under one group to many clients-This option is more streamlined since one change in
a model flows through to multiple clients
FI360 TOOLKIT™ FOR ADVISORS:
Models Guide
Fi360, Inc. 2017 2
Assigning one model under one group to one client- This option is more custom
When entering a model for the first time, use the “Create new model version” function on the right‐ hand side of the
page and input the follow information at minimum:
Model Group Name (e.g. Conservative, Aggressive, Balanced, etc.)
Version Name (e.g. Default, Version A, 80/20, etc.)
Inflation Assumption (Default 2%)
Hypothetical Amount
Rebalancing Frequency
When selecting the rebalancing frequency, choose the option that reflects the rebalancing method you’re using for
the model. If you’re not rebalancing the model on a set schedule, but are rebalancing by making tactical decisions,
choose the “Manual” option.
After creating your first model, you can click on its version name to access the Strategic and Tactical Asset Allocation
interfaces. We’ll start on building an asset class model in the next section, also known as a Strategic Asset Allocation,
and proceed onto adding investments into the model in the Tactical Asset Allocation.
PLEASE NOTE: You are not required to build both allocations, although, it is recommended that each section is
completed to provide the most comprehensive final reports.
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Models Guide
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Strategic Asset Allocation
You may to create a strategic asset Allocation by manually entering the peer group details. Click on the underlined
option, to proceed to the next step.
You will want to highlight one and click the “Add” button to bring the selection to the right‐hand side of the page.
Once you’ve selected your peer groups, you can change strategic values, lower and upper limits, and number of
investments. You may hide or reveal lower/upper limits by using the functions on the right‐hand side of the page.
Your selection may look something like this:
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Models Guide
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From our Capital Market Assumptions, provided by MacroRisk Analytics, you will be provided 5‐yr Portfolio Growth,
Annualized Return, Standard Deviation, Likely Range of Returns, and Large Loss Scenario based on your Peer Group