How do I switch to long-term return assumptions later in the projection?
Where to find it: RATES/YIELDS and CURRENCIES → Set Long-Term expected rates of return by asset class
Open RATES/YIELDS and CURRENCIES and select Set Long-Term expected rates of return by asset class. Enter the rates and the number of years from today when they should begin. Select Check to apply in TIME MACHINE and save.
Until the switch, the projection uses the applicable current or dated assumptions. Afterwards it uses the long-term rates calculated from each investment’s asset allocation. For example, a five-year delay lets you retain your nearer-term assumptions before switching to a separate set of long-term assumptions.
Uncheck the apply option and save when you want ordinary runs to ignore the switch. Holdings whose opt-out checkbox is selected are excluded from the long-term-rate feature. Market-crash and market-simulation runs use their own return treatment.