How do I create a new Model Portfolio?

1. Go to the ‘Model Portfolio’ section of ONE PM.
2. Click on ‘+Add Model Portfolio’.
3. A slide in appears – fill in the necessary information.
4. Click ‘Save’!

To help you set up a new model portfolio, you can use a Strategy you have previously created to supply a template. Choose the strategy when creating the model portfolio (you can also add and edit it later).

How do I set up a Model Portfolio?

After a model porttfolio has been created, it does not yet contain all the necessary information. To completely set up the model portfolio, you must add positions.

1. Go to the ‘Model Portfolio’ section of ONE PM.
2. Click on the model portfolio which you want to set up.
3. Go to the ‘Positions’ tab.
4. Add positions by clicking the ‘+’ buttons on the nodes.
5. Alternatively select a different model portfolio to auto complete a node for you. Click ‘Apply Proposed’.
6. Click on ‘Save’!

How do I use the dropdown function?

The ONE PM application offers the possibility to derive model portfolios from previously created equity and bond lists. Each node offers the possibility to choose an asset list from a dropdown menu to fill in the node with the corresponding assets.

Here you can see the entry of an asset list containing Swiss equities and how the assets are inserted into a second model portfolio. The proposed weights are calculated based on the weights given in the asset lists and the weight of the corresponding node in the model portfolio. To apply the proposed weights you can simply click on ‘Apply Proposed’ in the top right hand corner.

How do I create an asset list?

To be able to derive a model portfolio from asset lists, you first must create these lists. To create such a list you create a new model portfolio and simply add assets to it. When this model portfolio is chosen in the dropdown menu of a node, all of the assets will be loaded into the corresponding node. Following you can find a quick guide on how to create an asset list.

1. Go to the ‘Model Portfolio’ section of ONE PM.
2. Click on ‘+Add Model Portfolio’.
3. A slide in appears – fill in the necessary information.
4. Click ‘Save’!
5. Click on the model portfolio you have to set up.
6. Go to the ‘Positions’ tab.
7. Add positions by clicking the ‘+’ buttons on the nodes.
8. Click on ‘Save’!