> ## Documentation Index > Fetch the complete documentation index at: https://docs.endaoment.org/llms.txt > Use this file to discover all available pages before exploring further. # Managing Asset Allocations > Advisors can use fund collaboration to help a client allocate their portfolio. Fund Collaboration allows you, as a trusted financial advisor, to suggest target allocation changes for your clients' donor-advised fund (DAF) investments. As a collaborator, you can propose allocation strategies across different portfolios, with changes requiring client approval before implementation. ## Multi-Portfolio Allocation Strategies While new advisor-managed DAFs are automatically set up with 100% allocation to your Advisor-Managed Portfolio (AMP), you can propose target allocation changes that include additional portfolios to complement your management approach. ## Key Collaboration Permissions **What Collaborators Can Do:** * **Suggest Target Allocation Changes**: Propose adjustments to portfolio allocation percentages * **Stage Allocation Recommendations**: Submit allocation changes for client review and approval * **Manage Advisor-Managed Portfolios (AMP)**: Full control over assets in your AMP/PWP (Private Wealth Portfolio) **What Requires Client Approval:** * All target allocation changes across Endaoment-managed portfolios * Addition or removal of portfolio types in the allocation mix * Percentage adjustments to any non-AMP portfolios **Implementation Process:** * **Weekly Rebalancing**: Approved changes implemented during Endaoment's next \~weekly rebalancing cycle ### Available Portfolio Categories **Traditional Asset Portfolios** * Index funds, money markets, and fixed income options * Minimum investment: \$500 per portfolio * Variable annual fees (0.50% minimum) **Digital Asset Portfolios** * Bitcoin, Ethereum, tokens, memecoins, over 1000+ tokens available * 1.00% annual fee * Maximum 30% of total platform assets per investment policy **Impact Investment Portfolios** * Values-aligned investments with social/environmental benefits * Board-approved options focused on positive societal impact * Combines financial returns with charitable values alignment **Your Advisor-Managed Portfolio** * Assets you manage directly on your existing platform * Held in shell accounts at your broker-dealer * Full flexibility for alternative investments and private markets ## Target Allocation Suggestion Workflow ### Step 1: Access Fund Allocation 1. Navigate to your client's DAF from your Endaoment dashboard 2. Under the "Add Assets" & "Make Grant" buttons, locate the "Fund Allocation" section 3. Click "Edit Allocation" to open the allocation editor \[SS: Insert Fund Allocation Nav] ### Step 2: Propose Portfolio Mix Changes 1. **Search & Select**: Browse through available portfolio options using the search function 2. **Add Portfolios**: Click the "+" button next to desired portfolios to include them in the target allocation 3. **Set Target Percentages**: Adjust the target percentage allocation for each selected portfolio 4. **Verify Total**: Ensure all percentages add up to 100% **Allocation Editor Features:** * **Real-time Validation**: System prevents invalid allocations (over 100% or negative percentages) * **Portfolio Details**: Hover over portfolios to see fee structures, risk levels, and descriptions * **Current vs. Target**: Clear comparison between existing and proposed allocations * **Impact Preview**: Estimated rebalancing requirements and timeline ### Step 3: Submit for Approval 1. Review your proposed target allocation strategy 2. Click "Save Changes" to submit your recommendations to the fund manager/donor 3. **Client Approval Required**: Your suggestions will be queued for client review and approval when they login ### Step 4: Implementation Timeline 1. **Client Review**: Fund manager/donor reviews and approves your suggestions 2. **Implementation**: Changes applied during next rebalancing cycle 3. **Notification**: You receive confirmation once changes are implemented