Fund Portfolio Investment Limitations
From Open Risk Manual
Definition
Fund Portfolio Investment Limitations. Detailed Policy on approximately how the portfolio is to be allocated to achieve the stated investment goals. This underpins the detailed strategy of how to achieve this.
Defined as "Strategy" in FIBIM and elsewhere. WG11: Rough allocation of the portfolio.
Disclaimer
This entry annotates a FIBO Ontology Class. FIBO is a trademark and the FIBO Ontology is copyright of the EDM Council, released under the MIT Open Source License. There is no guarantee that the content of this page will remain aligned with, or correctly interprets, the concepts covered by the FIBO ontology.
Facts about "Fund Portfolio Investment Limitations"
| IsDefinedBy URI of an entity that is defined via an imported vocabulary. | https://spec.edmcouncil.org/fibo/ontology/CIV/Funds/CIV/index-en.html + |
