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