Secure Lifetime Income (SLI) Fund Search Tool

We have created a fund search that you can use to find suitable Secure Lifetime Income (SLI) generating portfolios for your clients. To use this tool, you will need to know the Suitable Risk Level for the customer’s investment portfolio and the percentage of the portfolio that will be allocated to SLI. These metrics are easy to find if you have used the Secure Lifetime Income feature in Investor Compass. 

How can I find the SLI % and suitable risk level?

The suitable risk level and SLI % can be found on the Secure Lifetime Income page in the client profile as shown below. If you want to invest at a different risk level, or are allocating a different percentage of the client’s investible assets towards SLI, you should use these numbers instead.
These numbers should be entered into the portfolio fund search tool as shown below.