Investment Monitoring (IM) Rule Coverage

Initial Rule Templates covered by the Investment Monitoring Service:

Rule Template: Issuer - Total Shares Outstanding

This template allows users to set a custom limit for a given issuer based on the percentage of Total Shares Outstanding they wish to be alerted to.

Rule Template: Country and Issuer Exposure - Total Shares Outstanding

This template allows users to select a country and define a custom threshold based on the percentage of Total Shares Outstanding for any issuer incorporated in the selected country.

Rule Template: Asset Class Exposure

This template allows users to set a custom portfolio exposure limit for a given asset class based on the portfolio's Total Net Assets they wish to be alerted to.
Required Properties to add the Rule Template: Asset Class Exposure onto SD

Rule Template: Country Exposure

This template allows users to set a custom portfolio exposure limit for a given country based on the portfolio's Total Net Assets they wish to be alerted to.
Required Properties to add the Rule Template: Country Exposure onto SD

Rule Template: Currency Exposure

This template allows users to set a custom portfolio exposure limit for a given currency based on the portfolio's Total Net Assets they wish to be alerted to.
Required Properties to add the Rule Template: Currency Exposure onto SD