If you need a more detailed or custom allocation mix that is more advanced than the Diversification Optimizer located in the Carrier Reports, you can order whatever allocation mix you want from your FMO.
Call your FMO and request this report. You will need to tell them what product and the allocation mix you want to show. You can also order this report with a Draw Down included. You will need to tall your Marketers what percentage(s) you want to use. Using multiple Draw Down’s can establish a historical range of returns for your client so their expectations are more in-line.
Below is an example of this report with no Draw Down, a 30% Draw Down and a 60% Draw Down:
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