Strategy
  • 21 Feb 2021
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Strategy

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Following My Account – Company – Strategies, you are able to visualize all the existing strategies and tehir assigned portfolio. You can aslo edit the relevant ones and create new ones.

In order to create a new strategy, click on Actions and select New Strategy. A new page will open in which you will have to complete the following fields:

  • Name
  • Description
  • Asset Classes
  • Countries
  • Currencies
  • Industries
  • Bond minimum rating
  • Bond modified duration
  • Target yearly return
  • Target yearly volatility

Once the strategy is saved/created, it is ready to be assigned to your portfolios.


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