Portfolio Scenarios › Scenario Constraints › Generate Portfolio Scenarios

Generate Portfolio Scenarios

Generating portfolio scenarios is one way to include investments in a scenario. This method of including investments removes the need for you to add investments to the scenario. When you generate a scenario, a scenario generation algorithm is used to determine which investments to include in the scenario. The algorithm uses the existing budget cost, specified role capacities, constraint, and optimization parameters you set for the scenario.

Each possible investment is evaluated, ranked by the criteria you identified, and then included in the scenario until the scenario budgeted cost is exceeded. If you have not identified the scenario budgeted cost, the portfolio budgeted cost is used. Those investments that are included in the scenario have their status marked as "Approved". The investments that are not included have their status marked "Unapproved".

Generating a portfolio scenario clears the list of included scenario investments and adds investments to the portfolio based on the set constraints and optimization parameters. You can generate a scenario at any of the following times:

• After defining scenario constraint and optimization parameters.
• Before or after manually adding scenario investments and roles.
• After altering scenario investments.

Follow these steps:

1. With the portfolio open, click Scenarios.

   The portfolio scenarios page appears.

2. Open the scenario you want to generate.

   The scenario properties appear.

3. Click Generate.

   If you have already generated the chart, or if there are investments listed on the scenario investments page, the regenerate scenario confirmation page appears.

4. Click Yes to confirm.

More information:

Work with Scenario Investments