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OFPM000111 – Portfolio Manager Type
Role of the portfolio manager. If the fund is managed with a strict team approach, please use "lead" for all team members. "lead" - the manager is either the primary manager, co-lead, or a member of a team of managers of the fund. "deputy" - the manager is a deputy manager to one or more lead managers "product specialist" - the manager has a mixed role of managing and marketing the fund
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| Property | Value |
|---|---|
| OF-ID | OFPM000111 |
| Name | Portfolio Manager Type |
| Area | Portfolio managers |
| Level | Fundmanager |
| Format | Text |
| Tags | Portfolio Manager |
| Introduced in | openfunds 1.27 |
Allowed values
lead, deputy, product specialist
Example
`lead
OFPM000001 - OFPM99999 Portfolio Manager Data`
FundsXML 4 mapping
FundsXML core structures:
Funds/Fund/FundStaticData/PortfolioManagers/PortfolioManager[Name={OFPM000010}]/Role
An OF-ID in braces, such as {OFST020540}, stands for that field's value.
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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