Fund Geography

[akahrim]

Mark...please consider adding a tab to the Category labels for country.

Thx
AK

[lucabol]

I second that. I have a slightly different view though.

I'd like some sort of tagging system that allows me to add more tags (i.e. country, style, valuation ...).

Moreover I'd like to use full search to generate reports (i.e. build a report with just the investment that contains the word "Large" in the Style tag).

The latter request is probably more important as it allows to workaround the lack of the former one by storing all the labels in a single tag (i.e. Style = "Foreign Large Value Cap") and then search for particular labels (i.e. report for all the ones that have "Value" in the Style tag).

I hope my description is not too confusing.

.luca

[Mark]

Hi AK/Luca,

Thanks for the feedback/ideas. I haven't heard the "Style" idea before, that sounds interesting, and could be quite flexible.