The article covers in detail how to implement required changes for existing smallcases from the publisher platform for the following:


  • Adding Investment Horizon

  • Updating Methodology

  • Updating smallcase names to be “True to Label”


For new smallcases, the changes have already been incorporated in the smallcase creation journeys on the platform.


For existing smallcases:


  • The changes can be made from the publisher platform starting from 17 January

  • The last date to make and save the relevant changes is 31 January

  • Please make all required changes by 31 January to ensure smallcases remain listed on the smallcase app and website

  • All changes made between 17 January and 31 January will be visible only on the publisher platform. The changes will start reflecting to the users on microsite, smallcase app and website post 31 January.

  • To assist with required changes, you can take help of the following icons for existing smallcases:

    • ⚠️ - This icon notifies all smallcases and components within the smallcase where changes are required

    • ✅ - This icon notifies all components and/or smallcases where changes have been made


ℹ️ NOTE: Investment horizon, methodology and smallcase name updation need to be done together for any existing smallcase. Please make sure you have all of these details ready for an existing smallcase before making changes from the platform.


Adding Investment Horizon

For all smallcases, it is now mandatory to provide a recommended investment duration. One of the following can be chosen as the investment horizon for each smallcase


  • Short Term: For a smallcase with recommended investment duration of <1 year

  • Medium Term: For a smallcase with recommended investment duration of 1-3 years

  • Long Term: For a smallcase with recommended investment duration of >3 years


This can be added for all smallcases via My smallcases -> Manage -> Meta tab -> Investment Horizon dropdown



Updating Methodology

For all smallcases, it is now mandatory to provide a detailed methodology for constituent selection such as fundamental analysis, technical analysis etc. and the parameters therein.


Currently, the methodology has default copies which are already present for existing smallcases. The current copies will show up as a grey text in the methodology. Methodology can be updated for all smallcases via My smallcases -> Manage -> Methodology tab. 

The updated methodology will start reflecting to users as soon as changes are saved from the publisher platform.


For new smallcases, going forward it will now be mandatory to add custom methodology before the smallcase can be published. Methodology can be added in the same way mentioned above.



Updating smallcase names to be “True to Label”

As per the recent guidelines, all smallcase names should be “true to label” and named in a manner which clearly specifies the type of portfolio being created.


Thus, the smallcase name will now have 2 components:


  • Custom part: This can be added from the publisher platform

  • Standard suffix: Each smallcase will have a standard suffix which is dependent on the type of smallcase being selected


Changing names for existing smallcases

For existing smallcases, the name can be changed via My smallcases -> Manage -> Meta tab -> smallcase type dropdown and name.

The existing smallcase name will show up in the first part of “Your smallcase name”. To change the smallcase name as per the new structure, follow the steps below:


STEP 1: Select the smallcase type

For each smallcase, a type can be selected from the “Select smallcase type” dropdown. Depending upon the type selected, the suffix will automatically get added to the smallcase name and be shown in the second part of “smallcase name”.

The various types and their corresponding suffixes are as follows:


Type

Suffix

Thematic

Theme

Sector Trackers

Tracker

Target Date

Target Date

Smart Beta

Smart Beta

Quantitative Model

Quant

Factor*

(custom factor added) + Model

Fundamental Model

Fundamental

Mixed Model

Model

Asset Allocation

Asset Allocation



*Factor: In case type selected is Factor, then the specific factor can also be added in the smallcase name



STEP 2: Add the custom part of the name

Once a smallcase type is selected, the suffix will automatically populate. The custom part can now be added from “Your smallcase name”.



STEP 3: Verify the name

Once both the smallcase type and name is selected, click on “Verify name”. If the name gets verified, a green tick will appear on the smallcase name. In case of any issue in the name, the relevant error message will show up and can be rectified.



ℹ️ NOTE:

The existing name of the smallcase will continue to be reflected to users until 31 January, even after changes have been made on Publisher platform. The new smallcase type and name will start reflecting to users post 31 January


 


Adding names for new smallcases

For new smallcases, the smallcase type and name can be added directly in STEP 1, after clicking on “Create smallcase”.


Here too, the name can be verified post which a green tick will appear. Verification of the name is now required in order to proceed forward.