WeightingEnum
RIXML 2.5 Enumeration
An enumeration defining portfolio weighting recommendations relative to benchmark allocations, specifying whether analysts recommend overweight, underweight, or equal weight positions. This enumeration provides standardized terminology for portfolio allocation guidance relative to market benchmarks.
Usage
Applied as attribute values for weighting in Weighting elements to specify recommended allocation levels relative to benchmarks. Used to communicate analyst portfolio positioning recommendations across various asset classes and securities.
Business Context
Fundamental for portfolio construction and tactical asset allocation decisions. Enables systematic interpretation of analyst allocation recommendations and supports benchmark-relative portfolio positioning strategies.
Where It Fits
Elements using this type (1)
Definition
| Base Type | string |
Enumeration Values
OverWeight |
| Over Weight |
Indicates a recommendation to hold more than the benchmark or neutral allocation Use when analysts believe the asset deserves a higher portfolio allocation than its benchmark weighting [RIXML Research Data Dictionary v2.5.1 p.134] ActiveSince 2.1 |
UnderWeight |
| Under Weight |
Indicates a recommendation to hold less than the benchmark or neutral allocation Use when analysts believe the asset deserves a lower portfolio allocation than its benchmark weighting [RIXML Research Data Dictionary v2.5.1 p.134] ActiveSince 2.1 |
EqualWeight |
| Equal Weight |
Indicates a recommendation to hold the same allocation as the benchmark or neutral weighting Use when analysts believe the asset should be held at its benchmark or market-neutral allocation [RIXML Research Data Dictionary v2.5.1 p.134] ActiveSince 2.1 |
Examples
<!-- Example usage of WeightingEnum enumeration -->
<element type="WeightingEnum">OverWeight</element>Version History
Unchanged since introduction in RIXML 2.1