Strategy Info for Product Data Block

This block retrieves qualitative strategy information tied to a specific product. Ensure the Product ID corresponds to the strategy’s default product for accurate results.

The Strategy Info for Product Data Block (StrategyInfoForProduct) Data Block in Assette is an interface-type block that retrieves qualitative strategy details for a given product using an API call. It sources information from Assette’s Qualitative Data > Strategy > Information section and enables dynamic retrieval of values such as inception dates, strategy overviews, and more based on form and field input. This block is ideal for populating narrative content about strategies in reports and client communications.

General Info #

Field	Value
Name	StrategyInfoForProduct
Block Category	Interface
Block Type	API Call
Output Type	Values
Editable	True
Description	Retrieves qualitative strategy data from Assette’s Strategy > Information section based on form, fields, and product ID.

Definition #

Columns #

Column Name	Required	Description
form	Yes	The relevant Qualitative Data form (e.g., GeneralInfo)
fields	Yes	Pipe-separated list of field names from the Qualitative Data form (e.g., inceptionDate)
ProductID	Yes	Id of the strategy’s default product (e.g., “1”)

Example Request #

{
"form":"GeneralInfo",
"fields":"detailedStrategyOverview|dateOfInception",
"ProductID":1
}

Example Response #

The following code shows an example response using the default values of the Data Block. The response may be shortened for brevity.

{
    "values": {
        "StrategyId": 210,
        "detailedStrategyOverview": "<p>The Diversified Large Cap Value strategy seeks to deliver long-term capital appreciation and income by investing in a diversified portfolio of U.S. large-cap equities that the investment team believes are undervalued relative to their intrinsic worth. The strategy emphasizes high-conviction stock selection driven by rigorous fundamental research and disciplined valuation frameworks. Sector and security weights are actively managed with a focus on downside protection and risk-adjusted returns. The investment process integrates both quantitative screening and qualitative analysis, aiming to identify companies with durable business models, strong free cash flow generation, and prudent capital allocation. ESG considerations are incorporated into the research process where material to long-term performance.</p>",
        "dateOfInception": "11/23/2005"
    },
    "errors": [],
    "success": true,
    "logs": [],
    "sources": []
}