Articles on: PMS & Investment Tools


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.

Updated on: 08/07/2022