SCR Calculator User Manual

Version 1.16.0.0 Last modified 2024-12-8

Function Forms

From the menu, click "Open Subforms" to access the following options:

  • Portfolio SCR Form

    Set up a model portfolio by adding individual assets through the Single Asset Form or using asset class input templates. Calculate its multi-jurisdictional SCRs seamlessly.

  • Allocation Optimiser

    Perform advanced asset allocation optimisation with the interactive SAA Optimiser. Data columns can be pulled directly from the Portfolio SCR Form.

  • Bond Optimiser

    Use the Fixed Income Portfolio Optimiser to refine existing portfolios at specific turnover levels or design tailored model portfolios from scratch.

Each form has a unique layout with resizable regions. Hovering over most control labels will display tooltips for guidance. Detailed explanations of each form are provided in their respective chapters.