Manage a fund’s target allocations
Edit Allocation
.
+
and adjust the percentage allocation for each you choose so that the total = 100%.
Select Save Allocation
to confirm the capital deployment.
Note: Endaoment employs the use of caps - a limit for the amount of dollars that can be deployed in a particular portfolio to ensure that we remain compliant with prudent investment standards and board approved risk levels.
See below for a video demonstration of how to set up your target allocations.