PET - Plain English Taxonomy

Name: AssetManagementDimension
Label: Asset Management Dimension
TREF ID: DM614
Type: Predefined
Description:
This dimension categorises the reported data according to who is managing the assets or investments.
Usage:

Dimension Members
Name Label TREF ID Description
IndividuallyManagedMandates Individually Managed Mandates DV6373
The information reported is in relation to assets or investments which are individually managed mandates. This represents an asset portfolio managed by an investment manager in accordance with a formal agreement.
InternallyManaged Internally Managed DV6372
The information reported is in relation to assets or investments managed internally.