ASSET ALLOCATIONS (at 31 Mar 2022) have been added to model portfolios in AdviserLogic and are now available for those of you using that platform.
A spreadsheet version is also available within the Adviser Portal in Compliance\Policies\Financial Product Research Library, or in Syncplicity in \AFSL read only\2.0 COMPLIANCE\Financial Product Research Policy.
The next update will be done after the end of the June 2022 quarter.
Comments