Articles on: PMS & Investment Tools

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.

Updated on: 01/04/2023