Asset Allocation

This page covers the following location(s) in NaviPlan:

Cog menu — Plan Settings — Asset Allocation

Planning Objectives :: Procedures :: Related Information

Planning Objectives

ClosedWhat is an asset allocation model? Why would I want to change from the default model?
  • An asset allocation model is a term that describes a collection of asset classes, correlations, and investor profiles. In NaviPlan, the model you select for a plan defines which asset classes are available to you.
  • Changing your asset allocation model may open new options to you (depending on the models selected) including tax-sensitive and alternative investment classes.

Procedures

ClosedHow do I specify the default rebalancing method for assets?
  • From the Asset Allocation tab, select either Current — Rebalanced or Current — Not Rebalanced.
    • Current - Rebalanced: NaviPlan assumes the accounts are balanced regularly to maintain their asset allocation and applies the weighted average rate of return to assets that are linked to goals.
    • Current - Not Rebalanced: NaviPlan assumes the portfolio is never rebalanced and that each account linked to a goal earns its separate rate of return.
ClosedHow do I override the default rebalancing method for individual plans?
  • From the Plan Management section — Assumptions category — Current Portfolio Setting page, select the option that best suits the plan you currently have open. This selection only effects the plan you are currently working on.
ClosedHow do I switch to a different asset allocation model?
  • From the Asset Allocation tab, select the option that correlates to the asset allocation model you wish to use for this plan.

Related Information




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