Portfolio Enterprise Defaults allows the EcoSys administrator to define certain attributes of the portfolios that must be established before portfolio setup can take place. These attributes include:
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Prioritization Factors - Setup the prioritization score of the portfolio.
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Key Performance Indicators (KPIs) - Measure the success of the portfolio.
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Strategic Alignment - Establish the strategic alignment of the portfolio.
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Fund ID Setup - Define the Fund ID structure used in the fund screens.