Planit:Investment Management Document Comparison

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Learn by Watching!

There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics. In this Video you will Learn... What are the different investment policy documents I can produce for my clients? Which investment policy document is appropriate for my clients? • 5 options - IPS, Overview, Executive Summary, Asset Allocation Comprarison, Implementation Strategy • Key differences - education, audience etc. Keep on Track! Continue training on... Investment Policy Statement Other Related Topics Introduction to the Investment Policy Statement Introduction to Investment Management What Kind of Documents Are There?

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.

Learn by Reading!

PlanPlus Planit provides a wealth of choices relative to how your analysis and recommendations are presented to clients. To assist you in understanding the purpose and benefits of each of the most popular documents we have prepared this overview.

Investment Planning
Component	Investment Policy Statement	Executive Summary IPS	Investment Policy Overview	Asset Allocation Comparison Document	Implementation Strategy
Style	Comprehensive	Intermediate	Basic	Strategy Highlights	Implementation Only
Length	24 pages	15 pages	4 pages	2 pages	1 page
Analysis of Current Portfolio	Yes	Yes	No	Yes	No
Recommended Target Portfolio	Yes	Yes	Yes	Yes	No
Multiple Portfolio View	Yes	Yes	No	No	Yes
Tactical Implementation (Product Selection)	Yes	No	No	Yes	Yes
Client Educational Content	Significant	Minimal	None	None	None
Action Plan Checklist	Yes	Yes	No	No	No
Future Planning Action Steps (Transition)	Yes	Yes	No	No	No