Portfolio grouping within LUSID allows for the construction of a hierarchy of portfolios and sub-groups, limited to five levels of nesting. Methods exist to create and delete groups and to add or remove portfolios or sub-groups. Portfolio groups are not currently treated as portfolios in LUSID; the only exposed method that accepts groups is aggregation.
For example:
- Global (group)
- North America (sub-group)
- EMEA (sub-group)
- USA (portfolio)
- Canada (portfolio)
- UK (portfolio)
- France (portfolio)
- Spain (portfolio)
In this example, aggregating holdings for the portfolio group: Global will return the set of holdings from portfolios: USA, Canada, UK, France and Spain.