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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 USACanadaUKFrance and Spain.

For more information and a worked example, see this Jupyter Notebook.