Advisor customers can
create portfolio models (sets of assets) around the causes your clients and
leads care about, then re-use with any number of clients and leads. Reach out
to us at support@ethosesg.com or grab some time here if
you'd like any additional help setting up portfolio models.
2. Set model name and description
Set a name and
description for your model (optional, but helps you keep track of your models).
As you add assets,
they'll appear in the Assets table.
You can add assets using any of two options. First, you can
import from a CSV file. To do this, click the "+ Import" button near
the top-right.
Second you can build a model using filters. After you have
clicked on the "+build a model" icon and named it, you can use
Ethos's screening function to add in companies, funds, and cash.
Set asset weights and
save your model. Adjust weights in the Assets table.
When you're ready, click "Save" to save your model.
You can now use your
model with any portfolio. When you create a portfolio, just select your model
from the "Apply model"
You can also copy an
existing model by navigating to "clients" then "model
portfolios." Once there you will see all model portfolios created. Simply
hover over a portfolio and click on the "copy" icon.