The “Strategies” option enables the User to define and enter information regarding their investment strategies. From the top Navigation menu, navigate to Knowledge Base and click “Strategies. Users can configure their Firm’s Strategic profile information by filling up the forms provided for each section listed in the page.
To update the effective date on an existing strategy, click on edit and add a new date by clicking on “New Effective Date”. Click Save and Publish. This will ensure the new date is now associated with your selected strategy. Please note this will not replace other information associated with the strategy you had already entered prior.
Similarly, other strategy information can also be edit or updated here and it will update all content you generate after publishing this.
