Portfolio Asset AllocatonNew
This API returns the asset classes and allocation percentage for a single fund, or portfolio of funds.
This example optimises the following arbitary set of funds:
|iShares UK Equity Index (UK) A Acc||40%|
|Scottish Widows Emerging Markets A Acc||30%|
|L&G All Stocks Gilt Index Trust C Acc||15%|
|JPM Liq Sterling Liquidity Institutional Acc GBP||15%|
|Returns_file_cash||UK Cash||Cash||Modelled to simulate a portfolio of UK cash and equivalents with characteristics and average terms typical of money market funds. This asset class can also be seen as a proxy for the return on 91-day UK Treasury bills.||60%|
|Returns_file_UK_equity||UK Equities||Equities||Modelled to simulate the characteristics of the UK stock markets. This asset class can be seen as a proxy for something like the FTSE All-Share Index.||40%|
This API requires 0 credits, but you must already have an enterprise contract with EValue to access the functionality. You can learn more about credits in the pricing area.
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