Calculating ownership percents

You can automatically calculate the effective ownership percent, the effective control percent, and the consolidation percent for each unit with an investor relationship. The calculations are based on the direct ownership percentages between each holding company and its subsidiary, as specified on the Direct Investor Relationships page.

You can calculate ownership percentages from three pages:

  • Direct Investor Relationships page (using the Calculate button)
  • Ownership Properties page (using the Calculate button)
  • Calculate Ownership Percentages page

To calculate ownership percentages:

  1. Open the Calculate Ownership Percentages page.
  2. From the Start and End lists, select the period range whose direct ownership percents have changed on the Direct Investor Relationships page.
  3. From the Version list, select the version whose direct ownership percentages have changed.
  4. From the Top Parent list, select the top parent of the hierarchy whose direct ownership percentages have changed. The members in this list are controlled by the view settings.
  5. Select the Create Managerial Ownership Relationship check box to have the calculate ownership engine create ownership records at consolidation nodes where a legal unit does not share the same consolidation units as the holding parents. At these consolidation nodes, the effective ownership, effective control and effective consolidation percentages are set to be the same as the direct ownership percentage.
  6. Click Calculate.
  7. After ownership percents are calculated and the consolidation method is determined for each unit, you can review the information on the Ownership Properties page.