What is shift of fund assets in SAP (FS-PM - Policy Management)?

SAP Term: shift of fund assets

• Component: FS-PM

• Component Name: Policy Management

• Description: Shift of the existing fund assets for a contract from one or more source funds to one or more target funds. Shifting the fund assets does not lead to a change in the fund allocation key.

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• Key Concepts: 
  Shift of fund assets is a feature of SAP FS-PM Policy Management that allows users to move funds from one asset class to another. This feature enables users to adjust their portfolios in order to optimize their investments and maximize returns. 
  
  How to use it: 
  To use the shift of fund assets feature, users must first select the asset class they wish to move funds from and the asset class they wish to move funds to. Once the asset classes have been selected, users can enter the amount of funds they wish to transfer and click “Submit”. The funds will then be transferred from one asset class to the other. 
  
  Tips & Tricks: 
  When using the shift of fund assets feature, it is important to remember that the amount of funds being transferred must be within the limits set by the user’s investment policy. Additionally, users should be aware that any fees associated with transferring funds may apply. 
  
  Related Information: 
  For more information on SAP FS-PM Policy Management, please visit https://help.sap.com/viewer/product/FS-PM/1.0/en-US.