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. |