Course curriculum

  • 1

    About the Course Player

    • Course Player Tutorial
  • 2

    Predict Overview

    • Predict Overview

    • Overview of Predict Interfaces

    • Model Permissions, Model Editing and Model Deletion

    • Overview of Modeling Drawdown Funds with J-Curves in Predict

    • Predict Overview: Recap Quiz
  • 3

    Model Assumptions Interface

    • How to Clone or Create a New Model

    • Choose and Organize Your Model's Universe of Assets

    • Choose a Time Period for Your Model

    • Setting Your Model's Policy Asset Allocation

    • Entering Performance Assumptions for Your Model

    • Entering Pacing Targets

    • Specifying Assumption Options for Projecting Growth of Drawdown Funds

    • Quick Reference Card - Performance Assumptions

    • Model Assumptions Interface: Recap Quiz
  • 4

    Drawdown Funds Interface

    • About the Fund Overview Grid

    • Grouping Property Control (Fund Overview Grid)

    • Managing Drawdown Investments

    • Drawdown Investments Spreadsheet Upload

    • J-Curve Library/Global J-Curve Templates

    • J-Curve Mappings for a Tag Set

    • Fund-Specific J-Curve Mappings & Cash Flow Overrides

    • Creating J Curves

    • Assigning J-Curves

    • Review Drawdown Projections

    • Adjusting Display of Drawdown Projections

    • J-Curve Library Refresh Status Warning

    • Quick Reference Card: Predict (Drawdown Funds)

    • Drawdown Funds Interface: Recap Quiz
  • 5

    Pacing Interface

    • Pacing Tool
  • 6

    Pro Forma Interface

    • Pro Forma Interface: Charting Pane

    • Pro Forma Overview

    • Grouping Property Control (Pro Forma Grid)

    • Manage Investments

    • Manage Transactions

    • Overview of Recurring Transactions & Fixed Dollar Recurring Transactions Example

    • Recurring Transactions (Variable Percentage Basis Over Time Example)

    • Upload Pro Forma Transactions in Bulk from Excel File

    • Edit and/or Delete Existing Pro Forma Transactions in Bulk

    • Planned Transactions

    • About Exposure Analysis in Predict

    • Manage Fund Exposures

    • Quick Reference Card: Pro Forma Interface

    • Pro Forma Interface: Recap Quiz
  • 7

    Recalculate Model, Refresh Model Data & Clear Analytics Cache Options

    • Model Options: Recalculate Model

    • Model Options: Refresh Model Data (Part One)

    • Model Options: Refresh Model Data (Part Two)

    • Clear Analytics Cache

    • Refreshing Model Data Recap Quiz
  • 8

    Course Survey

    • Solovis Predict Course Survey