Fund Portfolio Investment Policy

From Open Risk Manual

Definition

Fund Portfolio Investment Policy. Policy with respect to allocation of the portfolio that is designed to meet the stated investment strategy and goals

ISO FIBIM: 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.