The plan of record (POR) is the portfolio plan that you intend to use for the portfolio to implement future investment changes.
As you explore different options for a portfolio, you can refer to previous versions of the plans or scenarios you have considered. Once you decide to pursue a given plan, adopt that plan and all its changes as the POR.
Example: Selecting the POR
Through the planning and review process, the portfolio planning staff at Forward Inc. quickly sees that the Option 2 plan is preferable. Compared to Option 1 plan, Option 2 plan offers the following advantages:
The staff gathers other important data using other portfolio plans to make their case for pursuing Option 2 as a better choice.
The CIO reviews the options with the Executive Steering Committee and recommends Option 2 as the path going forward. Once the executives see the data, they agree that Option 2 makes the most sense. The CIO communicates the change of plans to the portfolio manager. The portfolio manager designates the Option 2 plan as the POR for the portfolio.
Follow these steps:
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