Create a new Strategy

How do I create a new Strategy?

  1. Go to the ‘Strategy’ section of ONE PM.
  2. Click on ‘+Add Strategy’.
  3. A slide in appears – fill in the necessary information.
  4. Click ‘Save’!

How can I set up a Strategy?

After a strategy has been created, it does not yet contain all the necessary information. To completely set up the strategy, you must add benchmarks. Each benchmark contains information about certain assets. You can set up as many benchmarks as you wish. However, you should make sure that the total weights is equal to 100%.

  1. Go to the ‘Strategy’ section of ONE PM.
  2. Click on the strategy to which you want to add benchmarks
  3. On the strategy overview click on the ‘+’ in the ‘Benchmarks’ widget
  4. A slide in appears – fill in the information.
  5. Click ‘Save’ (you might need to scroll down for this)!

How do I use Benchmarks?

Each benchmark defines a certain percentage of the strategy. The more benchmarks you create, the more specific your strategy can be. You will later use strategies to create model portfolios. Each benchmark will serve as a node to which you can add assets. Here is a very simple set of benchmarks and their representation as nodes in the model portfolio.

Need Support?

Can't find the answer you're looking for? Don't worry we're here to help!