Investment Management Planning and Budgeting Profiles

Investment management provides numerous solutions for capital planning. You can plan the investment hierarchy directly, entering plan amounts on the lowest investment nodes and allowing the system to roll to a total. The concept is called bottom-up planning. Another option is to create as many of your investment measures as you can up front and then plan and assign them to the necessary investment node. You can then run a program that will take the plan from each of the measures and assign it to the investment node. The plan can then be rolled up. In both examples, the plan has to get onto the investment program hierarchy. This is key to the budgeting function and necessary for plan-versus-actual ...

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