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Setting Up your Data Collect

Improving your portfolio look-through rate in 3 simple steps


Note: Manaos only accepts files of the following format: TPT v3, TPT v4, TPT v5, TPT v6, TPT v7, Manaos template ESG format, Advent Geneva, Geneva, Multi-fonds, Multi-fonds FA, EET v1, EET v1.1, EMT v3.1, EMT v4
  1. Prepare your scope using this template. The scope will define the funds to be collected and will give Manaos relevant information in order to process your request.

    1. Template

  2. Click onto upload your template. You may also use a custom template.

  3. Request access to the missing funds in order to improve your look-through rate and initiate your data collect. 

Screenshot 4

Please refer to this guide to know more about sending and managing access requests.