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Get the free LDI Connect 3 Portfolio - Managed Fund Profile - InvestSMART

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LDI Connect 20 Portfolio Product Disclosure Statement ARSN 162 155 795 APIR SLT0035AU Issue Date 1 October 2024ContentsInvestment Manager LDI Connect Asset Management Pty Ltd ABN 72 605 180 238 Web:
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01
Gather all necessary financial documents and information related to your portfolio.
02
Log in to the LDI Connect platform using your credentials.
03
Navigate to the 'Portfolio' section of the dashboard.
04
Click on the 'Create New Portfolio' button.
05
Input the portfolio name and description.
06
Enter the asset allocation details, including percentage allocations for various assets.
07
Fill in any specific investment criteria or restrictions if applicable.
08
Review all entered information for accuracy.
09
Click 'Submit' to finalize the creation of your LDI Connect 3 portfolio.

Who needs ldi connect 3 portfolio?

01
Institutional investors looking to manage liability-driven investments.
02
Pension funds aiming to match liabilities with their investment strategies.
03
Wealth managers and financial advisors managing client portfolios.
04
Corporations with pension obligations seeking effective portfolio management solutions.
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LDI Connect 3 Portfolio is a reporting tool used for managing liability-driven investment strategies, allowing users to assess and manage their portfolios in relation to their liabilities.
Entities that manage liabilities, such as pension funds, insurance companies, and other financial institutions that engage in liability-driven investing are required to file the LDI Connect 3 Portfolio.
To fill out the LDI Connect 3 Portfolio, users need to gather the necessary data regarding their liabilities and investments, and then input this information into the designated fields of the reporting tool, following the provided guidelines for accurate reporting.
The purpose of the LDI Connect 3 Portfolio is to help users track and manage their investment strategies in alignment with their liabilities, ultimately aiding in risk management and financial planning.
The information that must be reported includes details on asset allocations, liability valuations, investment performance, and other relevant financial metrics that impact the overall investment strategy.
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