Reviewing ownership properties

Before reviewing ownership properties, you must first specify investor relationships for at least one holding company and calculate the ownership percents. After calculating percents, click Refresh.

To review ownership properties:

  1. Open the Ownership Properties page.
  2. In the left section of the page, select the same member selection used on the Direct Investor Relationships page. The grid displays ownership properties for each unit in the ownership group, relative to the selected consolidation unit.
  3. In the right section of the page, select the top holding company from the first list and change the unit type to Control.
  4. Select the Calculate with Managerial Ownership 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. This option works in conjunction with the Create Managerial Ownership Relationship option on the Ownership Properties page.
  5. Review the calculated ownership percents and consolidation methods for each unit. Much of the grid is read-only but you can change:
    • Unit Type for top holding or control holding companies. To change the unit type, a consolidation unit must be selected in the second list.
    • Consolidation % when the override method is Proportional.
    To copy a value or clear all values across the row, select the value (or blank cell) you want to copy, and click Copy Data to copy/paste the value across the remaining cells in the row. Copy Data is available only for multiple-period ranges.)
  6. Optionally, in the Override box, specify an override consolidation method for owned companies. You can select Full, Proportional, Equity, or Investment. When you select an override method, a blank value replaces the pre-determined method. If you select Proportional, you must specify a percentage in the Consolidation % field .
  7. Click Save.

In general, to clear the override selection and restore the calculated values, select the blank line available from the list. If the original consolidation method was Proportional, the consolidation percent is not restored (the cell is blank). To populate the value, you manually specify the value, refresh the grid, or recalculate.