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How do I create a new investment pool?

If you need to create a new investment pool after your initial setup in Fundriver, you can do so within the Fundriver interface.  See below for instructions.

2. In the INVESTMENT POOL tab, click on the green ADD button.

In the INVESTMENT POOL tab, click on the green ADD button.

3. Name your investment pool and select an INCEPTION DATE and BEGINNING UNIT PRICE.  

Name your investment pool and select an INCEPTION DATE and BEGINNING UNIT PRICE.  

Unless your organization has a preferred BEGINNING UNIT PRICE, Fundriver recommends a default BEGINNING UNIT PRICE of $100.

4. If you have the Investment Portfolio Module, choose ACTIVITY ENTRY > BY INVESTMENT MANAGER.  Otherwise, choose BY INVESTMENT POOL.  Click SAVE.  

If you have the Investment Portfolio Module, choose ACTIVITY ENTRY > BY INVESTMENT MANAGER.  Otherwise, choose BY INVESTMENT POOL.  Click SAVE.  

5. Once you have created your new investment pool, you can create your new funds and assign them to the new pool

If you are not familiar with how to add funds to Fundriver, please see the "How do I add a fund?" training article in the Fundriver Knowledge Base.

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