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Does Webfolio manage limits or constraints?

April 26, 2017limits manage webfolio

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Does Webfolio manage limits or constraints?

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Constraints are tests that are applied to portfolio properties and underlying investments. Four levels of constraints exist in Webfolio: company-level, management style, portfolio, and manager-level. Constraints at the company-level affect all portfolios, whereas the remaining constraints apply only to individual portfolios. Constraints are of many different types.