It’s possible to:
- Define the investment strategies and link them to the portfolio, the legal entities and/or groups of consolidation (for example by beneficiary).
The historic of strategy are stored.
These allocations can be defined by :
- Assets categories (included other assets)
- Economical sectors
- Define the investments restriction linked, for example, to the weight of a position
- Control the real positions in regard to the theoretical positions
- Control the allocations retroactively