Strategy

Following My Account – Company – Strategies, you are able to visualize all the existing strategies and their assigned portfolio. You can also 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.