Manage an investment portfolio, initiating trading to leverage market opportunities, remaining within portfolio trading policies.
Examples Of Use
An investment manager monitoring the markets determines that an identified opportunity can be exploited for the portfolio, remaining in line with the portfolio policies.
Orchestrate the investment/ rebalancing of an investment portfolio to optimize gains remaining within the terms of the portfolio ‘charter’ or agreement.
Related Business Scenarios
Core Business Object
- Monitor market for opportunities/threats
- Match identified trading opportunity to investment portfolio policies
- Initiate market trades to rebalance/improve portfolio make-up