What is available portfolio in SAP ICM-PFO - Portfolio Assignment (PFO)?

SAP Term: available portfolio

• Component: ICM-PFO

• Component Name: Portfolio Assignment (PFO)

• Description: Portfolio Assignment PFO Explicit grouping of business objects that are available for assignment, in other words they currently have a purely administrative and not an operational assignment. There are two ways of representing available portfolio in portfolio assignment PFO: By assigning assignment objects to a segment of the type "temporary account". Or by assigning business objects to a segment of the type "temporary account"

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• Key Concepts:
  The SAP term “available portfolio” refers to the ICM-PFO Portfolio Assignment (PFO) component. This component is used to assign portfolios to customers, allowing them to access and manage their investments. It also allows customers to view their portfolio performance and make changes as needed.
  
  How to use it:
  The ICM-PFO Portfolio Assignment (PFO) component can be used to assign portfolios to customers. This is done by creating a portfolio for each customer and assigning it to them. Once the portfolio is assigned, customers can access and manage their investments, view their portfolio performance, and make changes as needed.
  
  Tips & Tricks:
  When assigning portfolios to customers, it is important to ensure that the portfolio is tailored to the customer’s needs and goals. It is also important to keep track of the customer’s portfolio performance so that any necessary changes can be made in a timely manner.
  
  Related Information:
  The ICM-PFO Portfolio Assignment (PFO) component is part of the SAP Investment Management suite of products. Other components in this suite include Investment Planning, Investment Analysis, and Investment Reporting.