PortfolioManager

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

Diagram

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

Properties

Type
(anonymous)
Cardinality
1..*
Namespace
xs = "http://www.w3.org/2001/XMLSchema"
vc = "http://www.w3.org/2007/XMLSchema-versioning"
altova = "http://www.altova.com/xml-schema-extensions"
ds = "http://www.w3.org/2000/09/xmldsig#"
Level
5

Child Elements & Attributes

Child elements and attributes of this element
Name (XPath) Type Documentation Sample Data
Text256Type

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

ExampleText
xs:date

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

2022-03-12
xs:string

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

ExampleText
xs:date

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

2020-03-18
xs:string

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

Male
xs:date

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

2021-05-29
(anonymous)

Biography of the Portfolio Manager

Element Definition

<xs:element xmlns:altova="http://www.altova.com/xml-schema-extensions"
            xmlns:ds="http://www.w3.org/2000/09/xmldsig#"
            xmlns:vc="http://www.w3.org/2007/XMLSchema-versioning"
            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>