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How do I add a new investment manager to a pool?

Log in to Fundriver and click on INVESTMENT PORTFOLIO.

Log in to Fundriver and click on INVESTMENT PORTFOLIO.

On the INVESTMENT PORTFOLIO tab, click on the INVESTMENT POOL to which you are adding an investment manager.

On the INVESTMENT PORTFOLIO tab, click on the INVESTMENT POOL to which you are adding an investment manager.

Click on the green ADD button to create a new manager record.

Click on the green ADD button to create a new manager record.

Fill out the fields below to create a new investment manager record.  Please note that INVESTMENT POOL, NAME, MANAGER GLID, INVESTMENT TYPE, FASB 820 LEVEL, and ASSET CLASS are required fields.

Fill out the fields below to create a new investment manager record.  Please note that INVESTMENT POOL, NAME, MANAGER GLID, INVESTMENT TYPE, FASB 820 LEVEL, and ASSET CLASS are required fields.

Once the profile is complete, click SAVE.

Once the profile is complete, click SAVE.

To check to make sure your manager saved correctly, click on ACTIVITY > INVESTMENT ACTIVITY.

To check to make sure your manager saved correctly, click on ACTIVITY > INVESTMENT ACTIVITY.

The new investment manager should appear in the INVESTMENT MANAGER drop down.

The new investment manager should appear in the INVESTMENT MANAGER drop down.

Please note that you will have to input the beginning market value for the new manager when you input investment values for the first period where that investment manager is used.

Please contact Fundriver Support if you have any issues creating a new investment manager.

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