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- Entitlement allocation for IS:
- Let's take this example:
- > IS 1
- - Portfolio 1
- - Portfolio 2
- > IS 2
- - Portfolio 3
- - Portfolio 4
- User A is part of IS 1 and portfolio 3,
- User B is part of portfolio 4
- User A has entitlements X and Y and has a user consumption share of 30% on entitlement X and 50% on entitlement Y.
- User B has entitlement Y
- Price of x = 10 000€
- Price of Y = 5 000€
- Entitlement allocation = ∑ % of consumption of the user for the IS * cost of entitlements within the IS
- % of consumption of the use for the IS = User consumption share of the entitlement * [(# of Portfolios he’s part of in the IS) /
- (total # of Portfolios the user is part of)]
- User consumption share (distribution key) = Unique reports read by user / total # of unique reports read by users in org
- For user A:
- His contribution to the Entitlement allocation for Investment Strategy 1 will be
- 30% * 2/2 * 10 000€ + 50% * 2/2 * 5 000€ = 5 500€
- and his contribution to the Entitlement allocation for IS 2 will be
- 30% * ½ * 10 000€ + 50% * ½ * 5 000€. = 2 750€
- Same for user B.
- The entitlement allocation cost for the Investment strategy is the ∑ over all users entitlement allocation costs for this IS.
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