Introducing new enriched Data Admin Module to manage portfolios

You asked for it and we Listened!
With this new release we have added a Portfolio Sharing functionality. We look forward to your feedback on this feature.

This new PIPMA 2.3.0 release brings you an enriched portfolio data administration, expanded Factor Library and increased ETF coverage.

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

*new* Portfolio Data Administration

• Share your portfolios with an internal or external users
• Manage portfolios, portfolio series, and portfolio states - rename, delete, and hide
• Subscribe to a system portfolio to save time and effort when uploading a benchmark or universe

*improved* Factor Library, ETF coverage and Sector Name correction 

• Addition of two price momentum factors (PMOM21 and PMOM252-21)
• Improved search for factors during factor selection - by their factor code or by their full factor name
• Native factor coverage increased to more than 200 ETFs
• Sector name Consumer Cyclicals corrected to Consumer Cyclical to have only one sector instead of two versions

See the full release notes here.

Portfolio Data Administration in action

Here is a short video to learn how to share, delete, hide and rename a portfolio: