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Announcement of the enhancements to the Portfolio Constructor

Product
10.4.2023
Enriched Portfolio Constructor, Exposure Summary, increased workspace | New feature release PIPMA 2.3.1 | phaseinvest

This is the announcement of the enhancements to the Portfolio Constructor.

The highlight of this new release is an Exposure Summary in a table that is always visible – no need for scrolling anymore to view exposure changes!

Overall this new PIPMA 2.3.1 release brings you an additional functionality in the portfolio constructor, search tab in the admin module and increased workspace overall.

Below is a snapshot on “what’s new”. To see the full release notes, click here.

*enriched* Portfolio Constructor

Additional Controls

  • security selection with select, deselect, and apply drop-down controls
  • selection drop-down offers options of Top 10, Top 15, Top 30, All, or selecting securities held in a portfolio state

Weight Assignment

  • assign weight by company level market capitalisation
  • only one FIGI per LEI is assigned weight by default: the primary FIGI if present in the workspace, else the FIGI with the highest trading volume

Exposure Summary

  • presented in a table as well as in the sum of the Portfolio Contribution column
  • available now for the initial portfolio - no need to remember the portfolio exposures of the initial portfolio

*improved* UI in Parameters Selection Menu and Admin Module

  • Parameters Selection menu has moved from top of the workspace to a collapsable panel on the left in all modules, giving more workspace to the users
  • Parameters Selection menu has now hide and unhide control options
  • Addition of search in Admin Module simplifies searching for My portfolios, Shared portfolios, and System portfolios

See the full release notes here.

Portfolio Constructor enhancements

Here is a short video on how to use the new Portfolio Constructor functionality:

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