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Available fields for Mass Portfolio Composition Import

Stock Sectors

Stock.Materials, Stock.Materials.Long, Stock.Materials.Short
Stock.Energy
Stock.Industrials
Stock.HealthCare
Stock.Financials
Stock.InformationTechnology
Stock.TelecommunicationServices
Stock.ConsumerStaples
Stock.ConsumerDiscretionary
Stock.RealEstate
Stock.Utilities
Stock.Others

Credit Rating

CreditRating.AA+
CreditRating.AA-
CreditRating.A+
CreditRating.A-
CreditRating.BBB+
CreditRating.BBB-
CreditRating.BB+
CreditRating.BB-
CreditRating.B+
CreditRating.B-
CreditRating.CCC+
CreditRating.CCC-
CreditRating.CC
CreditRating.C
CreditRating.NotRanked
CreditRating.Others

Asset Class Exposure

AssetClass.Equities
AssetClass.FixedIncome
AssetClass.ForeignExchange
AssetClass.Commodities
AssetClass.Other
AssetClass.Cash

+ custom fields:
AssetClass.MultiAsset
AssetClass.Alternatives
AssetClass.EquitySweden
AssetClass.EquityEurope
AssetClass.EquityUS
AssetClass.EquityEM
AssetClass.EquityGlobal
AssetClass.MultiStrategy
AssetClass.CreditLongShort
AssetClass.EquityLongShort
AssetClass.EventDriven
AssetClass.StructuredProduct
AssetClass.EquityLongOnly
AssetClass.Distressed
AssetClass.GlobalMacro
AssetClass.Systematic
AssetClass.DistributionIncome

Duration / Maturity Profile

Duration.TwoMonths
Duration.ThreeMonths
Duration.FourMonths
Duration.SixMonths
Duration.OneYear
Duration.TwoYears
Duration.ThreeYears
Duration.FourYears
Duration.FiveYears
Duration.TenYears
Duration.FifteenYears
Duration.TwentyYears
Duration.TwentyFiveYears
Duration.ThirtyYears
Duration.ThirtyFiveYears
Duration.Others

Geographic Exposure

Use either names or ISO_3 values from this file.

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