Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Next »

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 Entities

View and Edit Entities

Search for Entities

Audit Manual Changes to Entities

Remove Documents or Comments from Entities

  • No labels