/Difference between Company specific and Program specific Principal Information section

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Difference between Company specific and Program specific Principal Information section

Principal information can be displayed on every fund tearsheet. There are two methods to enter the information.

Company specific

Is used for all company programs and can be found under Company Profile / Principal Information.

Fund tearsheet production - screenshot

Program specific

Is used for a certain program with a higher priority and can be found in the program´s Strategy/Style section

Fund tearsheet automation - screenshot

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