Where do I enter a company’s industry?

To add an industry for a company:

• Go to Portfolio Management and select the tab for Companies.
• Create a new company by selecting the button for “Add Company” or edit an existing company record by selecting the pencil icon in the appropriate row.
• In the Industry field, select the arrow to activate the drop-down list of industries.
• Select an industry from the list provided or select “New Industry Category” at the bottom of the list.
• If you select “New Industry Category”, enter your own industry description in the box provided.
• Save your record by scrolling to the end of the company page and selecting “Save”.

Note that if you use the import template for entering a company, you can enter a custom industry simply by typing it into the Industry field.

To add an industry for a fund:

• Go to Portfolio Management and select the tab for Funds.
• Create a new fund by selecting the button for “Add Fund” or edit an existing fund record by selecting the pencil icon in the appropriate row.
• In the Industry field, select the arrow to activate the drop-down list of industries.
• Select an industry from the list provided or select “Other” at the bottom of the list.
• If you select “Other”, enter your own industry description in the box provided.
• Save your record by scrolling to the end of the company page and selecting “Save”.

If you enter a custom industry, it will appear as part of the portfolio diversification charts in the Portfolio Analysis section of your Seraf account.