The Asset Allocation view analyses and correlates the asset allocation data reported from the various sources required to complete the form. This value of this view is to quickly highlight deviations, inconsistencies and variations against expectations for targeted remediation.
Navigation
To view the Asset Allocations Review data view:
Click Connect Reporting (in the left-hand navigation bar)
Click Asset Allocations
Click Asset Allocation Review
Visualisation
This view aggregates and correlates actual asset allocation data reported from Custodians against the strategic asset allocation data reported by the Super Fund.
adjust the granularity filter to roll up the data
data is correlated it with SRF 606.0 Table 4.
