Download User Guide - O&M Systems

Pensions Profiler User Guide
Past Performance................................................................................................................................. 51
Introduction.................................................................................................................................................................. 51
Investment Sectors ....................................................................................................................................................... 52
Source Funds ................................................................................................................................................................ 53
Results .......................................................................................................................................................................... 54
Breakdown of Fund Assets ................................................................................................................... 60
Introduction.................................................................................................................................................................. 60
Product Selection ......................................................................................................................................................... 61
Funds ............................................................................................................................................................................ 62
Product Sourcing .................................................................................................................................. 63
Introduction.................................................................................................................................................................. 63
Selecting Sourcing Criteria ........................................................................................................................................... 64
Combined Results Profiles .................................................................................................................... 65
Introduction.................................................................................................................................................................. 65
Quote Details ................................................................................................................................................................ 66
Commission .................................................................................................................................................................. 67
Sector Investments ....................................................................................................................................................... 68
Performance Weighting ............................................................................................................................................... 69
Select Products ............................................................................................................................................................. 70
Results .......................................................................................................................................................................... 71
With-Profits Ratings ............................................................................................................................. 72
Introduction.................................................................................................................................................................. 72
With-Profits Performance..................................................................................................................... 74
Introduction.................................................................................................................................................................. 74
Product Selection ......................................................................................................................................................... 75
Results .......................................................................................................................................................................... 76
Product and Fund Information.............................................................................................................. 78
Introduction.................................................................................................................................................................. 78
Product Information ..................................................................................................................................................... 79
Fund Information ......................................................................................................................................................... 81
Pensions Profiler Professional .............................................................................................................. 82
Introduction.................................................................................................................................................................. 82
Custom Products .......................................................................................................................................................... 83
Combined Results Profiles ............................................................................................................................................ 86
Notes ................................................................................................................................................... 87
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