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Properties required to add Investment Monitoring onto SD

The following property must be provided in addition:

Asset / Instrument Properties

GICSSubIndustries: The list of 8-digit codes representing a sub-industry in the MSCI Global Industry Classification Standard (GICS). [Only needed for the Country, Sector and Issuer Exposure - Total Shares Outstanding rule]

Portfolio Properties

TotalNetAssets: The sum of the market value of all assets within a given porfolio.
Last generated: 2025-02-10 10:02:27 UTC