Restrictions on the EDG certificate rating for certificates
Module "Portfolio Service Extended Portfolio Analysis"
Restrictions are available for you to assign to your portfolios so that you can only hold certificates with a certain rating.
Beispiele für sinnvolle Restriktionen für Zertifikate:
- No certificates without EDG rating
- No certificates with less than 2 EDG stars
- No certificates without EDG risk class
- No speculative certificates
- ..
You can monitor compliance with your investment restrictions using the "Restriction monitoring" report:
You can also define any number of additional restrictions and assign them to your portfolios. If necessary, read the chapter Restrictions.