Course Description
Note that, for your environment to be Predict-enabled, a subscription to Solovis Predict is required. For more information, please reach out to Client Success.
Solovis Predict is a "What-If" and Projection module that leverages the data you already have stored in Solovis Portfolio Analytics, along with model assumptions that you define, to empower you to:
• Easily evaluate future state investment decisions across your portfolio
• Project investment performance growth
• Model and analyze projection output for multi-asset class portfolios
• Tackle complex private equity modeling with ease
Learn how to create new models, view and edit existing models and analyze pro forma data using Solovis Predict.
Course Curriculum
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3
Model Assumptions Interface
22:02-
How to Clone or Create a New Model
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Choose and Organize Your Model's Universe of Assets
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Choose a Time Period for Your Model
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Setting Your Model's Policy Asset Allocation
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Entering Performance Assumptions for Your Model
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Entering Pacing Targets
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Specifying Assumption Options for Projecting Growth of Drawdown Funds
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Quick Reference Card - Performance Assumptions
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Model Assumptions Interface: Recap Quiz
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4
Drawdown Funds Interface
43:30-
About the Fund Overview Grid
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Grouping Property Control (Fund Overview Grid)
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Managing Drawdown Investments
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Drawdown Investments Spreadsheet Upload
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J-Curve Library/Global J-Curve Templates
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J-Curve Mappings for a Tag Set
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Fund-Specific J-Curve Mappings & Cash Flow Overrides
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Creating J Curves
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Assigning J-Curves
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Review Drawdown Projections
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Adjusting Display of Drawdown Projections
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J-Curve Library Refresh Status Warning
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Quick Reference Card: Drawdown Funds
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Drawdown Funds Interface: Recap Quiz
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6
Pro Forma Interface
37:41-
Pro Forma Interface: Charting Pane
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Pro Forma Overview
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Grouping Property Control (Pro Forma Grid)
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Manage Investments
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Manage Transactions
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Overview of Recurring Transactions & Fixed Dollar Recurring Transactions Example
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Recurring Transactions (Variable Percentage Basis Over Time Example)
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Upload Pro Forma Transactions in Bulk from Excel File
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Edit and/or Delete Existing Pro Forma Transactions in Bulk
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Planned Transactions
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About Exposure Analysis in Predict
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Manage Fund Exposures
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Quick Reference Card: Pro Forma Interface
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Pro Forma Interface: Recap Quiz
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7
Recalculate Model, Refresh Model Data & Clear Analytics Cache Options
12:53