...track investments in the future against the original illustration. ...create a portfolio and obtain a look through as
Glacier ICE illustration tool Delivering consistent, superior service to our intermediaries has been the core of our business since our inception. This means we're constantly searching for ways to add value to your practice. Over the coming months this column will feature some of our tools and services available to you. This month we take a look at some of the main features of the Investment Construction and Evaluation (ICE) tool. As always, we encourage you to contact your Glacier representative if you have any questions, or if you need more information. What is ICE? ICE is a tool that models a client's future investment performance in an Investment Linked Living Annuity (ILLA), a Retirement Annuity, a Preservation and Retirement Fund, or an Endowment and Discretionary Investment. It provides information on the amount of sustainable drawdown on an ILLA, and will also help determine the monthly or annual contributions required in order to accumulate a certain level of investment. ICE can be used for portfolio constructions, benchmarking, tracking and analysis. It validates the fund composition against Regulation 28 requirements where applicable. You can also use ICE to determine a client's risk profile and generate proposals. You can also use ICE to....
...check whether or not a portfolio is Regulation 28 compliant. ...track investments in the future against the original illustration. ...create a portfolio and obtain a look through asset class structure analysis for your portfolio. ...get a one-page summary for all the funds on the platform. ...access a history of indices, such as inflation, exchange rates, commodities and favourite indices on the JSE. ...store your preferred fee or commission structure without having to recapture them for each client. ...create house view (model) portfolios to re-use in illustrations. ...create illustrations for P2 funds. ...create illustrations for Navigate funds by Glacier International. ...compare your fund selection against your chosen risk profile. ...perform risk analysis using RITA. ...help you with compliance. ...get a summarised portfolio view of all your clients' products. ...determine appropriate contributions or withdrawal rates in your clients' selected products by means of the solver functionality. ...capture expected future changes in contributions or withdrawal rates in ICE. Glacier Financial Solutions (Pty) Ltd, A member of the Sanlam Group Reg No 1999/025360/07 Licensed Financial Services Provider Refer to the Glacier website for details of directors
