The fields displayed in the administration are based on the program’s asset class, meaning that only fields relevant to the selected asset class are shown. To view most of the available fields, set the program’s asset class to Multi-strategy.
Click “Asset Class” in the right frame to enter the “Program Terms” section.
Then choose a suitable class of assets from the drop-down list which is shown in the picture below.
Continue your fund reporting workflow
Use this guidance when configuring a reusable fund fact sheet template and its design. Continue with Factsheet template customization and Fund factsheet production software.