CaliforniaSt-580

SubSector codes are the categories YOU would choose to diversify your Sectors.  Subsector codes are the numbers on a your Sector streets.  Various streets may have the same numbers, but to find a specific building, you need to locate it by the street and neighborhood.

  • Subsectors should reflect your investment philosophy and define the categories you would use to fully cover investing in your Sectors.
  • If you don’t use a category, don’t create a Subsector it.
  • Subsectors can only be used for sorting purposes on reports (no performance).
  • Very few managers use Subsectors on reports they give to clients.  Subsector codes tend to make PortfolioCenter reports look cluttered and complicated, and multiply the number of pages.
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