Inspect the input
Review the portfolio and outstanding financial changes.
Prepare the principal’s investment briefing.
Summarise the capital position, outstanding reviews and recorded decisions. Export the briefing with its source register.
Source evidence
Open the workspaceDocuments, periods and the figures they support.
Connect the context
Set the office name, report title and palette in the report studio.
Complete the review
Export a PDF with the investment picture and source register together.
The next investmentAvenset
Bring your next
investment
into focus.
Review a new opportunity against your mandate. See the supporting evidence, material risks and questions for diligence.