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Building your portfolio

From a target allocation on paper to a plan you can follow.

TomNext turns your investment policy into targets and limits, shows what a target mix really carries, and plans the commitments that will get you there.

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A target mix, and its real effect on risk.

Set your own mix or start from a model portfolio, and see what it would do to expected return, income and equity sensitivity.

What to commit each year, to reach the target without overshooting.

Choose how many years to reach the size target. The plan works out the commitment for each year and asset class, and checks that the portfolio arrives on time, holds without overshooting and keeps its reserve.

  • Compare the plan with a model portfolio, or with making no new commitments
  • Edit any year’s amount, with the effect shown before you save

Stress test your portfolio.

Capital calls continue in a difficult year while distributions slow. Portfolio sizes the cash reserve against a 1-in-20 stress case and shows whether it stays above your policy minimum.

Once the commitments are made, the work moves to the years that follow.

Next: For the life of your portfolio

See the whole life of an investment, in one place.

A thirty-minute demo, shaped around how your team runs diligence, portfolio planning and monitoring today.

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