Create Investment Strategies

Written by Nick Miles

Last published at: July 25th, 2019

Investment strategies are used to assign investment accounts to funds.

  1. Select Accounts from the Home page.
  2. Click Investment Strategies.
  3. Click Create.
  4. Give the investment strategy a Name, and click Create.
  5. Click Add Account.
  6. Click the Name of an investment account.
  7. At this point, there is only one investment account added to the strategy, so the percentage held will be 100.00%.
  8. Repeat steps 5 & 6 to add additional investment accounts, then click Edit.
  9. Edit the percentage (in decimal form) held by each account, then click Update.

    For example, .30 indicates that 30% of the fund is held in the Bank  - Money Market account.

  10. You can now add your investment strategy to a fund, by editing the fund.

    Keep in mind that if a fund is assigned an investment strategy that has multiple accounts: donations coming in, and grants going out, will reflect the same percentages. 

    Looking at the example in Step 9: if you receive a $1000 donation, $700 will go to the Investment Asset - Merrill Edge account, and $300 will go to the Bank - Money Market account. When you run a balance swap, CommunitySuite will re-balance the fund to reflect the percentages that you define.