Rev. Date October 1, 2019
This functionality is available for Venn Pro users only.
You can define top level categories to hold different types of investments; for example, you may use traditional asset classes or investment strategies as the top level and then fill each of those with specific investments. Multi-level asset class/strategies are also supported.
This document highlights certain aspects of this feature. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.