Asset Strategy Codes (Funds)

Asset Strategy Codes (Funds)

The Asset Strategy code can be added to Fund records that are participating in Asset Rebalancing as an easy means of assigning investment mix targets.

The code field appears on the Asset Management tab, which must be activated via System Options to be visible in the Fund Management module. Refer to System Options – Funds for more information.

Note: You can also create and maintain Asset Strategy codes in the Asset Rebalancing module that is part of General Ledger. Refer to Using Asset Rebalancing in the General Ledger module for more information about using and maintaining these codes.