What is investment profile in SAP IM - Investment Management?

SAP Term: investment profile

• Component: IM

• Component Name: Investment Management

• Description: The investment profile is assigned to an internal order or work breakdown structure element, and then these objects are designated as capital investment measures. You assign the investment profile by means of the order type or the project profile. You can specify, for example, the following features of the capital investment measure: Asset classes for the asset under construction Asset class for depreciation simulation

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• Key Concepts: 
  Investment profile is a feature of SAP Investment Management (IM) that allows users to define and manage the investment strategy of a project. It is used to define the investment criteria, such as the expected return, risk tolerance, and liquidity requirements. The investment profile also allows users to set up rules for how the project should be managed, such as when to buy or sell assets, and how much to invest in each asset class. 
  
  How to use it: 
  To use the investment profile feature, users must first define the investment criteria for their project. This includes setting up rules for when to buy or sell assets, and how much to invest in each asset class. Once these criteria have been defined, users can then create an investment profile for their project. This will allow them to track and manage their investments according to their defined criteria. 
  
  Tips & Tricks: 
  When creating an investment profile, it is important to consider the long-term goals of the project. This will help ensure that the investments are managed in a way that will help achieve those goals. Additionally, it is important to regularly review and update the investment profile as needed in order to ensure that it remains up-to-date with current market conditions. 
  
  Related Information: 
  For more information on SAP Investment Management (IM), please visit the SAP Help Portal at https://help.sap.com/viewer/product/SAP_INVESTMENT_MANAGEMENT/latest/en-US.