Setting default growth projections (firm-level)

Overview

• By default, Estate Waterfalls in Luminary uses the firm-level asset class growth projections.

  • Default rates can be overridden by global growth rates or by client-specific growth profiles.

• Firm-level asset classes can be updated in the Settings tab, under Categories, and are available for use for all clients.

  • Note that only users with Administrator permissions in Luminary can change firm-level growth rates

Getting Started

• In order to update firm level default growth rates, you need to have Administrator level permissions

• In the upper right hand menu, navigate to Settings > Categories > Input Growth rates for each asset category > Save Changes

  

• Navigate to any client’s entity holdings to change it’s Asset Category