The Four Sections of your Investment Management Proposal
Section One | Asset Allocation Report
This section contains part of your SaratogaSHARP® customized reporting, including:
- Confidential Asset Allocation Report
- Asset Allocation Pie Chart
- Historical Model Performance
Click the image to the right to view a sample of the first section of an asset allocation report.
Section Two | Investment Managers
Section Two of your Investment Management Proposal contains The Investment Portfolios of the Saratoga Advantage Trust. Each Saratoga Advantage Trust mutual fund has a dedicated fund profile; these fund profiles can be found aggregated in The Investment Portfolios of the Saratoga Advantage Trust.
Click the image to the right to download a copy of The Investment Portfolios of the Saratoga Advantage Trust.
Section Three | The Importance of Asset Allocation
Section Three contains How the Saratoga Portfolios Differ, a piece that talks about the ways you or your clients might potentially benefit from using the Saratoga Advantage Trust mutual funds in your allocations.
Click the image to the right to download a copy of How the Saratoga Portfolios Differ.
Section Four | Investment Policy Statement
Section Four contains your client's Investment Policy Statement. Saratoga has included Investment Policy Statements with our asset allocation reports since the program's inception in 1994, long before policy statements became an industry best practice.
Click the image to the right to view a sample of the fourth section of an asset allocation report.
