In the first instance you'll need to add the portfolio as an investment to your Investment Library. This can be achieved by:


1. Adding the portfolio as a brand new investment within your Investment Library, or

2. Cloning an existing portfolio investment within your Investment Library *


* Some example investments are included in your Investment Library to aid your understanding of the kind of information you may wish to include here for a variety of investment types. The Genovo Example Model Portfolio (Underlying funds & Asset Allocation Chart included) specifically relates to a model portfolio where the asset allocation pie chart and a table detailing the underlying funds will be automatically inserted in a report when this library investment is added to an investment strategy.


1) How to add a portfolio as a new investment within your Investment Library


From your dashboard click libraries>investment library. The Investment Library looks like this:



Click add investment and you will be directed to the Add Investment page where you'll be prompted to provide the following information about the portfolio.


1. Unique Identifier - This field wont come out in your reports but it does allow you to distinguish between funds / investments by adding the ISIN, SEDOL, or your own descriptive name to the investment. This could be particularly useful when you want to differentiate between multiple classes of the same fund, or the same fund held on different platforms.


2. Investment Name - This is the name of the portfolio e.g. Genovo Example Model Portfolio


3. Investment Objective - This is the objective of the portfolio e.g. "To provide capital growth...."


4. Sector - This isn't relevant for portfolios and can be left blank (blank fields will not be included in your report when it downloads to Word).


5. Risk Rating - This could be a number or a descriptive word e.g. medium


6. Initial Charge % - This is where you can include any initial charge. Remember if it's not relevant, leave it blank and it wont be included in your report when you download it to Word 


7. AMC, TER, OCF - These relate to the ongoing investment charges of the portfolio. In all likelihood you will only have a figure for one of these fields, probably the TER or OCF.


8. DFM Charge % - If the underlying investment is a DFM, this is where you can include any additional charge specifically levied by the DFM manager. If there is no DFM Charge leave the field blank and it wont be included in your report when you download it to Word.


9. Transaction Costs - All costs and charges that are likely to be incurred as a result of the acquisition and disposal of the investment.


10. Incidental Costs - Any other investment-related costs and charges that aren’t covered by the other fields e.g. “incidental charges”.


8. Further Investment Info - This is where you can add any more information about the portfolio you wish to include in your reports. This information will be automatically inserted into your report whenever the investment is added to an investment strategy in any of the review or the Investment Strategy sections. It is here that you will want to include the asset allocation pie chart and the table detailing the underlying funds that make up the portfolio.


How to add the asset allocation pie chart


1. Create and save the asset allocation pie chart as an image. The Windows Snipping Tool is a really simple tool which you can use to do this. 


2. Coming back to Genovo, type some brief introductory text within the Further Investment Info text box e.g. "The asset allocation of the Genovo Example Model Portfolio is shown below:"


3. Position your cursor within the text box of the Further Investment Info field where you would like the image to appear.


4. Use Ctrl+V to paste the image directly into the text box just as you would if you were pasting an image into a Word doc.


5. You may find that you need to resize the image that you paste in so it fits correctly within the page when the report is downloaded to Word. This is easy enough to do. Simply right click your mouse on the image. This will then open a drop down menu where you can select image properties.


6. Clicking Image Properties will open the Image Properties pop up box, and in here you can adjust the width and height of the image as required - just remember to keep the aspect ratio (padlock) locked.



7. Click ok and your image will be inserted into the Further Investment Info field.

  

How to create a table of the underlying funds that make up the portfolio


In terms of including a table summarising the underlying funds you have 2 options:


1) Take a snapshot image of the table showing the underlying funds from the portfolio fact sheet (or something similar) using the windows snipping tool and simply paste it into the Further Investment Info field as an image just as you have with the asset allocation pie chart above. This is the quickest and easiest option but the quality of the output may be compromised by the quality of the source material.


2) Create a table from scratch using the table feature included within the Genovo HTML Editor of the Further Investment Info text box. This will take a bit more time, but will probably result in a better end result as it ensures the table is rendered correctly within your reports to reflect the table-related styles of your selected Report Theme.


We would advise against pasting an existing table from Word straight into the Further Investment Info field as this is likely to result in the formatting of the table going awry when you download your report to Word.  


Here's some simple instructions that explain how to create a table from scratch.


1. Type some brief introductory text e.g. "The funds that make up the Genovo Example Model Portfolio are outlined below." 


2. Place your cursor where you would like the table to be generated within the Further Investment Info text box, presumably just under the above text.


3. Click the table icon (highlighted in red) on the far right of the toolbar. 



This will open the Table Properties dialog box as per the screenshot below.



4. Update the number in the Rows and Columns fields to reflect the make-up of the table you require. 


5. Change width from 500 to 100%. Following the May 2020 update, the width will automatically revert to 100%, so no change is required. This will ensure the table stretches across the full width of the page when you download your report to Word.


6. Change the Headers field to reflect the make-up of your table. For example if you want a row of headings across the top of your table, change this field to First Row. If you want a column of headings down the left hand side of your table, change  the Headers field to First Column


Example


Let's say I wish to create a 4 row x 4 column table containing 4 column headings (Fund, Sector, Risk Rating & Allocation) in the first row and the three funds that make up the portfolio listed out in rows 2, 3 & 4. In this example I would update the fields within the Table Properties dialog box as follows:



 7. On clicking OK a blank table will be inserted into the Further Investment Info text box like so.



8. Now you can insert the required text into the relevant cells.


 

9. Once you're happy with the information you've entered into the table as well as the information in the other investment-related fields click save.


The investment will now be added to your investment library and will be available as a Library Investment, and you'll be able to add it to an investment strategy within any of the review sections or the Investment Strategy section with a couple of clicks.


2) How to add a portfolio by cloning an existing library investment


Alternatively you may wish to simply clone an existing investment in your Investment Library. Certainly if you need to add a number of similar model portfolios, you will find it much quicker to clone an existing investment and then just update those details that are different (e.g name, the funds and the asset allocation pie chart etc) rather than adding each portfolio anew.


You may wish to create your own model portfolio in the first instance to use as a template for the others, or alternatively you could use one of the Genovo example model portfolios which have been preloaded for your convenience.  


To learn how to clone an existing investment click here.


Where will the investment-related information get rendered in my report?


Recommended Investment Strategy Section


The investment name, objective, risk rating and charges will be rendered within a table. The table is generated by the {IS_ISTable} tag contained within the Investment Strategy snippet


The asset allocation pie chart and table of funds will be rendered within the {IS_LibInvNotes} tag located within the Further Investment Info snippet at the bottom of the Recommended Investment Strategy section. 


You can edit the surrounding wording or move the position of any of these tags via the Report Content Manager.


Review Sections


The investment name, objective,  risk rating and charges will be rendered within a table. The table is generated by the tag  (e.g. {PRV_MasterTable_InvestmentStrategy}) contained within the Current Investment Strategy snippet in the various review sections.


Any information included within the Further Investment Info field of an investment added to a current investment strategy within a review section will be rendered within the above tag, under the current investment strategy table.