The Investment > Risk > Analysis tab of each client plan displays the potential annual range of returns for the client's current portfolio, your selected target portfolio, and three asset classes (money market, corporate bonds, and large growth):
The upside and downside percentages are based on a 95% confidence interval, and are calculated using the total return and standard deviation of each asset class and portfolio.
Hover your mouse over the chart to see the upside and downside estimates for each asset class and portfolio.
- Choose the target portfolio in the Investment > Risk > Summary tab.
- Customize which assets are included in the Current Portfolio in the Action Items > Edit drawer.
Note on Return Assumptions
The total return for each asset class can be found and adjusted at a global level in the ... More Menu > Assumptions > Asset Return tab of your Advisor Portal.
