Planit:Return Reduction

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.



In this Video you will Learn...
Can I change the assumed rate of return used by PlanPlus Planit?
• Understand where Rates of Return comes from
• Planning assumptions, return reduction
• Be able to justify

Keep on Track! Continue training on...
Investment Management Planning Assumptions Screen
Asset Allocation Screen

Other Related Topics
Introduction to the Asset Allocation Screen (Canada) Introduction to the Planning Assumptions Screen (Canada) Introduction to the Planning Assumptions Screen (Malaysia)
Where do Rates of Return Come From? (Canada) Where do Rates of Return Come From? (Malaysia) Introduction to the Asset Allocation Screen (Malaysia)


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.


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Return Reduction - Sometimes you may feel the returns may be too high, if this is the case then you can reduce the returns. By using this drop down menu beside the field “Return Reduction” you can reduce the returns by many different percentages or you can select Custom and enter in your own reduction. Please keep in mind that the PlanPlus Planit is populated with historical indices data for all asset classes and our goal is to retain data for a 40-year period.