PET - Plain English Taxonomy

Name: InvestmentStyleTypeDimension
Label: Investment Style Type Dimension
TREF ID: DM659
Type: Predefined
Description:
This dimension categorises the reported data according to the applicable investment style type.
Usage:

Dimension Members
Name Label TREF ID Description
DiscretionaryBottomUp Discretionary Bottom Up DV7068
The information reported is in relation to a discretionary bottom up investment style. This represents an investment style carried out by investment managers who identify and select investments based on analysis of individual securities.
DiscretionaryTopDown Discretionary Top Down DV7066
The information reported is in relation to a discretionary top down investment style. This represents an investment style carried out by investment managers who identify and select investments based on broad economic factors.
DiscretionaryUnspecified Discretionary Unspecified DV7065
The information reported is in relation to a discretionary unspecified investment style. This represents an investment style that is a combination of discretionary top down and discretionary bottom up.
Multiple Multiple DV7069
The information reported is in relation to a multiple investment style. This represents a style that is a combination of two or more primary investment style types.
NotApplicable Not Applicable DV7566
The information reported is in relation to when the investment style type is not applicable.
Systematic Systematic DV7067
The information reported is in relation to a systematic investment style. This represents an investment style based on mathematical models and executed by software with limited human involvement beyond the programming and updating of the software.