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Home Software & Solutions Client Reporting & Proposal Generation Content
The following are sample representations of slides that are either required or can optionally be included when creating a client-facing proposal. The NorthStar Investment Policy Statement is created using the same framework as used for all other documents created by NorthStar. However, the NorthStar Investment Policy Statement consists of the following sections: IPS Cover Letter, IPS Affirmation Letter, IPS Silent Consent Letter, IPS Delta Letter, IPS Negative Letter, and Appendix. Click on a subsection name to view its sample slide images.
 
Section/Subsection
 Artifact
Firm
Introduction		 Asset
Allocation		 Investment Proposal Portfolio Construction Goal
Planning		 Client
Review
Predefined Documents
Introduction
Cover Page X X X X X X
Table of Contents X X X X X X
Team Introduction Summary % X X X X X
Team Introduction
Team Introduction (Detailed Advisor Bio, Org Chart) X % % % % %
Firm Overview
Products X % % % % %
Client Coverage Approach X % % % % %
Investor Information
Profile Summary   X % X X X
How are Assets Organized   %   % % X
Risk Assessment   X % X X X
Portfolio Proposal
Recursive: Portfolio Blend     X      
Recursive by manager within blend     X      
Goal Achievability Analysis
Goal Achievability Analysis         X  
Portfolio Analysis
Asset Allocation Overview, Detail, Analysis   X   % X X
Holdings   %   % % X
Portfolio Statistics Summary           %
Hypothetical Portfolio Performance   % % %   %
Change In Value           %
Manager Update
Manager Selection Review     X %    
Detailed Manager Update/Fact Sheet       %   %
Performance Analysis
Performance Analysis           %
Implementation Proposal
Implementation Proposal   %   X    
Market Update
Economic Statistics Update X X X X   X
Investment Outlook X X X X   X
Security Detail       X   X
Disclaimer(s) and Disclosures
Terminology and Definitions X X X X X X
Assumption Data Used   X X X X X
Disclaimer(s) X X X X X X
Document and Content Administration
User Created Slides
Dynamic Slide Example % % % % % %
User-Defined Slide Example % % % % % %
Static Slide Example % % % % % %
Literal Text Slide Example % % % % % %
Personalization
Slide Sorter Functionality - Example
Legend:
 X - Required slide for proposal; Included and selected by default
% - Optional slide; User can select/deselect before generating presentation
 
 
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