In PDC, an entity indicates an investment account or a collection of investment accounts. These accounts and collections can include the following items:
- Aggregate portfolios
- Basic portfolios
- GIPS performance composites
- Market indices
- Reporting composites
- Sleeves
- Static and dynamic lists
- Subportfolios
For information about how to perform a variety of entity-related tasks, see the following topics:
Create an Entity
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