Create policy

In the next step we create an investment policy via the Admin console. A policy depicts an investment strategy a financial institution offers to its customers. A policy is required to create or update a portfolio. You can:

  • Create one or more policies.
  • Create a hierarchy amongst policies resulting in coerced_settings, where boundaries in the parent policy cannot be exceeded by child policies.

Prerequisites

Steps

Follow these steps:

  • Go to the Policies overview console.investsuite.com/#/policies.
  • Click the "Add policy"-button.
  • Fill in a Policy name, e.g. "Risk profile 1".
  • Amend the settings for the Policy, e.g. find the section "Allocation boundaries" and increase the minimum percentage in stocks to 50%.
  • Click the "Save changes"-button.

Policy screenshot

Last Updated: 7/9/2019, 7:55:54 AM