Model Portfolios
Model portfolios are used as an investment guideline with specific weights per security/product.
This tool is used for mass rebalancing when you are dealing with discretionary portfolio management or it can be used for advisory/hybrid when you are dealing with a proposal.
Go to My Account Portfolio / Model Portfolio to create a new model.
The model portfolio can be updated with securities you previously updated in your securities product library. Make sure that those securities are recorded with an ISIN.
This tool is used for mass rebalancing when you are dealing with discretionary portfolio management or it can be used for advisory/hybrid when you are dealing with a proposal.
Go to My Account Portfolio / Model Portfolio to create a new model.
The model portfolio can be updated with securities you previously updated in your securities product library. Make sure that those securities are recorded with an ISIN.
Updated on: 01/04/2023