Under the Investment tab, you will see the Strategy Breakdown and Investment Options. The Investment options are broken down by:
- Custom options
- List of Age models options
- List of Risk models options
Notice you can change the Investments view by selecting 'Dollars $' or 'Employees.' These tabs will be highlighted in blue when selected. If you would like to remove the filter select the tab again, turning the tab white.
Investment Options Section
This section will highlight 'Custom Options,' 'Age Models Options,' and 'Risk Models Options.'
Selecting one of the listed under the listed 'Investment Options,' you will find additional data like:
- Funds/strategy
- Employees in the strategy
- Average expense ratio
- Benchmark comparison
We hope you found this article to be helpful. If you need additional assistance, please contact us a clientsuccess@vestwell.com