What does a Restriction do?

Restrictions help you check if a portfolio meets the requirements set for it. In a first step you set up restrictions and in a second step you assign them to a client or a portfolio. The ONE PM application will then check for you if the predetermined conditions are met or violated. To check if assigned restrictions are met or violated go to the restriction overview of the corresponding portfolio or client.

How can I create a new Restriction?

  1. Go to the ‘Restrictions’ section of ONE PM.
  2. Click on ‘+Add Restrictions’ – a new window appears.
  3. Fill in the information. Do not forget to add attributes.
  4. Click ‘Save’!

Note: After creating a restriction you must assign it to a portfolio or a client. It is possible to create new restrictions in the designated area. Therefore, in case you forgot to add a restriction, you do not have to navigate back to this section.

How can I edit a Restriction?

  1. Go to the ‘Restrictions’ section of ONE PM.
  2. Click on the restriction you want to edit – a new window appears.
  3. Edit the information you want to change.
  4. Click ‘Save’!

How do Restrictions work?

Understanding how a restriction checks if predetermined conditions have been met or violated, is an important step in unleashing a restriction’s full potential. After assigning a restriction to a portfolio it scans through a portfolio and checks if its current combination of assets meet or harm the requirements. Restrictions use attributes to check what properties an asset possesses. However, if the attributes are not correctly chosen or not chosen at all, the restriction will check the wrong properties of an asset and will thus deliver an unwanted result.
Solely naming a restriction ‘Equities max 20%’ without adding an attribute will result in the restriction not “knowing” what to look out for. In such a case, you must manually check if the restriction has been violated.
However, if you decide to add the attribute ‘Equities’ the application will automatically check if the weight of equities is greater than 20%. Setting up restrictions correctly will save you a lot of time.

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