API Console
Executive Summary
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
Role Definition
Orchestrate the investment/ rebalancing of an investment portfolio to optimize gains remaining within the terms of the portfolio ‘charter’ or agreement
Related Business Scenarios
Process Portfolio RebalancingCore Business Object
Investment PortfolioKey Features
- Monitor market for opportunities/threats
- Match identified trading opportunity to investment portfolio policies
- Initiate market trades to rebalance/improve portfolio make-up