Liquidity Models (Full Course)
Learn about how your firm can conduct liquidity analysis by creating and linking Liquidity Models to your Investments.
Course Player Instructions
Introduction to Liquidity Models
Add Liquidity Model Part One: How to Create and Complete the Model Tab
Add Liquidity Model Part Two: Add Periods, Save and Preview Model
Add Liquidity Model Part Three: Adding Options to Redemption Intervals, Linking Model
How to Link a Liquidity Model to an Investment
Liquidity Analysis with Solovis Reports
Adding Tranches to a Liquidity Model
Modeling an Illiquid Side Pocket with Tranches
Redemption Options with Minimum or Maximum Amounts Based on Percent (%) of Initial Units
Fastest Redemption Exposure Report Update as of July 2018
Liquidity Model Course Survey