A Strategic (non-dynamic) model only have one snapshot.

Follow the steps below to create a Strategic model. 


Step 1: Select Model Management -> Models. Click on Add Model.


Step 2: Keep the default "Static/Strategic". 


Step 3: Enter model code, model name, model description. 

  • The model code is a short code to identify this model. A good practice to prefix with the initials of your firm's name. Example: AF_8020
  • The model's name is a descriptive name. Example: Advisory Firm 80/20 model.
  • Model description is a thoughtful model description is strongly encouraged as it is used in the Model Fact Sheet, Portfolio Report and Investment Policy Statement.


Step 4: Enter model positions. You can enter manually or upload a CSV file.


  • If you are uploading from a CSV file, you can download a sample file; the format is simple. 


  • Adding New Security. If you enter model positions manually, click here for instructions for adding a new security.


Now you have set up the model positions, see Related Articles below for next steps.

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