Target Portfolios Overview

Target Portfolios Overview

The Investment Management > Target Portfolios tab provides a location for you to browse, edit, and create Target Portfolios for your clients.

In addition to Standard Grid Controls, the following controls are available to navigate and locate information about your Target Portfolios:

Filter

To further narrow the listed view, you can click Add Filter in the upper left and select a column to filter by (either Enterprise or Created By). Then use the second drop-down to select which criteria to display.

You can filter by both columns by clicking + Add Another Filter after adding your first filter.

Click Apply Filter to see the results. The filters applied will display next to the Add Filter button. Click to stop filtering.

Show Editable Targets Only

An additional filter; this toggle removes from the list any targets you do not have permissions to make changes to.

View Target Details

Click any Target Portfolio name to view the details page for the target. See Viewing Target Portfolio Details for more information.

View Subscribed Accounts

Click the number in the Subscribed Accounts column to pull up a sidebar listing the accounts that have this particular Target Portfolio assigned. Click any Account Name in this list to open that Account Profile in the Manage Clients workspace.

Common Tasks

The following tasks can be started from the Target Portfolios tab:

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