Portfolio profiles

Module "Portfolio Service Extended Portfolio Analysis"

Portfolio profiles are intended to enable the centralized storage and editing of master data of portfolios or their portfolio versions in certain groupings. This can mean that you want to store default values for certain fields or attributes for such portfolio versions, which can then be overridden again in the master data, or that you want to store uniform values for all portfolio versions of the profile. Portfolio profiles are therefore prototypical definitions of an investment strategy.