A Strategy is a grouping of similar investment Products that helps investors reach their financial goals. A Strategy on Engage allows you to see the underlying data you need on your strategy. This includes the underlying products, aggregated information such as total market value, contributions and withdrawals, and associated accounts. You can easily view the expansion or contraction of your strategy over time.
How do I see Strategies?
To access your Strategies lists, you will go to Menu > Assets > Strategy. You can see lists of Active and Inactive Strategies, plus any lists you or your firm create. To view a strategy's details, click the Strategy Code.
What is in a Strategy?
Strategy Menu
Tabs of information associated with the Strategy
- Details
- Administrative
- Accounts
- Related
Strategy Details
- Strategy Code
- Strategy Name
- Description
- Total Market Value π
- Number of Open Accounts π
- Average Account Size π
- Valuation Date π
Strategy Aggregation
Based on the totals of the underlying accounts, displays YTD, Rolling 12M, and Inception to Date totals for the following categories:
- Contributions π
- Withdrawals π
- Accounts Opened π
- Accounts Closed π
Administrative
- Created On π
- Created By π
- Modified On π
- Modified By π
- Owner
- Currency
- Include in Rollup (Yes/No)
Related
π - Field is calculated, cannot be updated manually.
Reference Panel
The Reference Panel quickly summarizes all the key information about the Strategy. This includes:
- Products
- Investor Accounts
- Distribution Channels
- Distribution Teams
- Contributions
- Withdrawals
