Investment strategies are used to assign investment accounts to funds.
- Navigate to the Accounts page and click Investment Strategies in the left-side menu.
- Click Create in the left-side menu.
- Complete the applicable fields and then click Create.
- Click Add Account in the left-side menu.
- Click the Name of an investment account that you want to add.
- At this point, there is only one investment account added to the strategy, so the percentage held will be 100.00%.
- At this point, there is only one investment account added to the strategy, so the percentage held will be 100.00%.
- Repeat steps 5 & 6 to add additional investment accounts, and then click Edit in the left-side menu.
- Edit the percentage held by each account, and then click Update.
- Use decimal form to indicate the percent for each account.
- In this example, 0.25 indicates that 25% of the fund is held in the 10001 Bank :: Money Market (A) account.
- In this example, 0.25 indicates that 25% of the fund is held in the 10001 Bank :: Money Market (A) account.
- Use decimal form to indicate the percent for each account.
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Add the investment strategy to a fund by editing the fund.
If a fund is assigned an investment strategy that has multiple accounts, then donations coming in and grants going out will reflect the same percentages.
Looking at the example in Step 7: If you receive a $1000 donation, $750 will go to the Investment Asset :: Edward Jones Investments account, and $250 will go to the Bank - Money Market account. When you run a balance swap, CommunitySuite will re-balance the fund to reflect the percentages that you define.