PortfolioManager

/FundsXML4/Funds/Fund/FundStaticData/PortfolioManagers/PortfolioManager

Diagram

PortfolioManager Name Text256Type StartDate xs:date Role xs:string YearOfBirth xs:date 0..1 Gender (anonymous) 0..1 StartOfCareer xs:date 0..1 Biography (anonymous) 0..1

Properties

Type
(anonymous)
Cardinality
1..*
Namespace
xs = "http://www.w3.org/2001/XMLSchema"
altova = "http://www.altova.com/xml-schema-extensions"
ds = "http://www.w3.org/2000/09/xmldsig#"
Level
5
Sample Data

Child Elements & Attributes

Name (XPath) Type Documentation Sample Data
/Funds/.../Name Text256Type

Indicates the name of the person in charge of the management of the portfolio

Text (max. 256 characters)

ExampleText
/Funds/.../StartDate xs:date

Indicates the start date from which on the fund manager was made responsible for managing the portfolio.

2022-10-25
/Funds/.../Role xs:string

Indicates the role of the person in charge of the management of the portfolio

ExampleText
/Funds/.../YearOfBirth xs:date

Indicates the date of birth of the person in charge of the management of the portfolio

2020-08-25
/Funds/.../Gender (anonymous)

Indicates the gender of the person in charge of the management of the portfolio

Female
/Funds/.../StartOfCareer xs:date

Indicates when the person in charge of the management of the portfolio started his professional career in the financial industry

2022-05-06
/Funds/.../Biography (anonymous)

Biography of the Portfolio Manager

XML Snippet

<xs:element xmlns:altova="http://www.altova.com/xml-schema-extensions"
            xmlns:ds="http://www.w3.org/2000/09/xmldsig#"
            xmlns:xs="http://www.w3.org/2001/XMLSchema"
            maxOccurs="unbounded"
            name="PortfolioManager">
   <xs:complexType>
      <xs:sequence>
         <xs:element name="Name" type="Text256Type">
            <xs:annotation>
               <xs:documentation>Indicates the name of the person in charge of the management of the portfolio</xs:documentation>
            </xs:annotation>
         </xs:element>
         <xs:element name="StartDate" type="xs:date">
            <xs:annotation>
               <xs:documentation>Indicates the start date from which on the fund manager was made responsible for managing the portfolio.</xs:documentation>
            </xs:annotation>
         </xs:element>
         <xs:element name="Role" type="xs:string">
            <xs:annotation>
               <xs:documentation>Indicates the role of the person in charge of the management of the portfolio</xs:documentation>
            </xs:annotation>
         </xs:element>
         <xs:element minOccurs="0" name="YearOfBirth" type="xs:date">
            <xs:annotation>
               <xs:documentation>Indicates the date of birth of the person in charge of the management of the portfolio</xs:documentation>
            </xs:annotation>
         </xs:element>
         <xs:element minOccurs="0" name="Gender">
            <xs:annotation>
               <xs:documentation>Indicates the gender of the person in charge of the management of the portfolio</xs:documentation>
            </xs:annotation>
            <xs:simpleType>
               <xs:restriction base="xs:string">
                  <xs:enumeration value="Male"/>
                  <xs:enumeration value="Female"/>
                  <xs:enumeration value="Diverse"/>
               </xs:restriction>
            </xs:simpleType>
         </xs:element>
         <xs:element minOccurs="0" name="StartOfCareer" type="xs:date">
            <xs:annotation>
               <xs:documentation>Indicates when the person in charge of the management of the portfolio started his professional career in the financial industry</xs:documentation>
            </xs:annotation>
         </xs:element>
         <xs:element minOccurs="0" name="Biography">
            <xs:annotation>
               <xs:documentation>Biography of the Portfolio Manager</xs:documentation>
            </xs:annotation>
            <xs:complexType>
               <xs:sequence>
                  <xs:element name="BriefBiography" type="xs:string">
                     <xs:annotation>
                        <xs:documentation>Indicates a brief curriculum vitae (CV) of the person in charge of the management of the portfolio</xs:documentation>
                     </xs:annotation>
                  </xs:element>
                  <xs:element name="BiographyLanguage" type="ISOLanguageCodeType">
                     <xs:annotation>
                        <xs:documentation>Specifies the language of the Portfolio Manager's brief biography.</xs:documentation>
                     </xs:annotation>
                  </xs:element>
               </xs:sequence>
            </xs:complexType>
         </xs:element>
      </xs:sequence>
   </xs:complexType>
</xs:element>