The purpose of the Funds Summary page is to allow the Institutional Investor to view the summary of the Funds and access the details of each Fund on the Fund page.
The Funds Summary page lists all the available Funds and shows their unrealized gain & loss. Funds not approved by the iownit Compliance are marked as “Not approved”.
Funds displayed here are added on the My Institution page > Funds tab.
To view the details of a Fund, click on it on the Funds Summary page.
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