Scenario Planning (up to version 2023.08)

To plan investments decisions the scenario planning provides the ability to model the impact of a planned buy or sell on the Private Market portfolio.

The capability consists of:

• create scenarios

• activate or de-activate funds to in- or exclude them in the scenario

• visualize and communicate the scenarios.

• revert to current baseline

How to use the capability

1. Start from the “current” Version

2. Add new funds
   make sure the enter the commencement date in the fund setup to make sure the fund will not have an impact on previous snapshots.

3. Activate and de-activate funds
   Activated Funds will be included in reports, de-activated not.
   How to: see below

4. Extract the reporting for the scenario

5. Save scenario as a shapshot

6. Revert to current

   1. deactivate the only simulated funds

   2. re-activate the funds in the portfolio

7. continue to work on scenario by loading the scenario

Scenarios are variations of portfolio implementations, to report and analyse them. they can include

• additional funds, that are planned to be bought

• removed funds, that are planned to be sold