Course Description
So that our clients have an automated way to track the liquidity terms associated with their investments, Solovis offers the ability to create and define Liquidity Models.
Once created and linked to relevant Investments, various liquidity reports can easily surface details on where money can be drawn from and when that money will be available. Learn how to create Liquidity Models, link them to Investments and run liquidity analysis using Solovis reports.
Course Curriculum
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1
Liquidity Models
37:55-
Course Player Instructions
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Introduction to Liquidity Models
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Add Liquidity Model Part One: How to Create and Complete the Model Tab
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Add Liquidity Model Part Two: Add Periods, Save and Preview Model
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Add Liquidity Model Part Three: Adding Options to Redemption Intervals, Linking Model
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How to Link a Liquidity Model to an Investment
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Liquidity Analysis with Solovis Reports
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Adding Tranches to a Liquidity Model
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Modeling an Illiquid Side Pocket with Tranches
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Redemption Options with Minimum or Maximum Amounts Based on Percent (%) of Initial Units
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Fastest Redemption Exposure Report Update as of July 2018
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Liquidity Model Course Survey
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