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Start the Communicate Scenario Process

The scenario communication confirmation page displays a complete list of investments in a scenario (one investment per row). Each item includes the investment type, the manager name, and a description of the change described by the scenario.

When you communicate the scenario, an error can occur in the following cases:

You can only have access to one scenario process at any given time.

Follow these steps:

  1. With the portfolio open, click Scenarios.

    The portfolio scenarios page appears.

  2. Select a scenario and click Communicate Scenario.

    For each selected investment, an action item is sent to the investment manager. The action item identifies the investment and instructs the owner to change the investment to correspond to the changes defined in the scenario.