Creating an Illustration for a Presentation

To create an illustration for a presentation, click Edit for Individual or Comparison Charts and Reports on the Presentation screen. The Illustration screen appears. If you  are editing an existing presentation, its information appears already filled in.

• Adding a Fund/Stock to an illustration: To add one or more funds or stocks to this illustration, enter their symbols in the appropriate box, separated by spaces (e.g., ibm-n msft-q). If you don't know the symbols for the fund or stock you want, click Fund/Stock Symbol Lookup to find the symbols you need.
• Adding an Index/Portfolio to an illustration: To add an index or client portfolio to the illustration, select it from the pulldown box.
• Creating Model Portfolios: If you are adding multiple funds, stocks or indexes to the illustration, you can group them into Model Portfolios which will appear in order in the presentation. If you have already created one, select it from the pulldown list; otherwise
  • Click Create/Edit Model Portfolio.
  • Enter a name for the new model portfolio, or select one for editing from the pulldown box.
  • Select the funds, stocks or indexes you want to include, and click Add for each. They are added to the table below. Here you can also specify the start date for this investment, as well as initial investment amount. For more detailed information, click Edit under Additional Settings
  • When you are finished, click Save. You can now Include this model portfolio in the current presentation, Create a new one, Edit this model portfolio, or View a performance report based on the settings you specified.

Each time you add an asset or portfolio to the illustration or to a model portfolio, click Add. The Illustration Summary table at the bottom is updated with the information you selected. You can continue this process to add multiple funds, stock, indexes or portfolios.

The  Illustration Summary table includes several additional options:

• Security: The names of any funds, stocks or indexes you selected above. Portfolio names appear in bold.
• Profile: Click here to include a detailed profile of the selected fund, stock or index.
• Comparison Charts: You can select either line or a bar chart. Note that not all chart types are available for all instrument types.
• Settings: Click Edit to specify additional Illustration Settings for the selected elements, including Period, Initial Amount, Reinvest Income/Capital Gain, Sales Charges, and Income & Capital Gains Tax Rates.
• To remove one or more elements from the illustration, click the Remove box at its right, then click the Remove button at the bottom.

When you are finished selecting all the elements of your illustration, click

• Quick View to see how it will appear when printed.
• Include to save the illustration and return to the Presentation screen, where you can print your presentation.