Fund Sectors are populated by the Client Service Operations Team in the Aduro Soft org, which is used for Client Management. This org will be the initial source of truth for Fund Sectors.
The Fund Sectors code, which is live as of xx/xx/xxxx, will pull in the Fund Sectors populated in Aduro Soft, and then push the Sectors out to various Client Orgs and their applicable Funds.
The Sectors field is a new multi-select picklist found on Fund and Fund Snapshot objects in FundPanel.
Sector(s)
Field API Name: Sectors__c
Found On:
- Client Orgs/FundPanel : Fund, Fund Snapshot
- Master Portal : Benchmarking Fund Snapshot
- Performance Benchmarking : Fund, Fund Snapshot
Picklist Options:
- Agriculture
- AI / Machine Learning
- Biotech
- Blockchain / Crypto
- Business Services
- Cannabis
- Consumer Goods
- Consumer Tech
- Data Services
- Digital Assets
- E-Commerce
- Education
- Energy
- Enterprise Tech
- Entertainment
- Environment / Clean Tech
- Finance / Fintech
- Food & Beverage
- General Tech
- Healthcare / Pharma
- Infrastructure / Logistics / Supply Chain
- Insurance
- Life Science / Lifestyle
- Media
- Multi-Sector
- Natural Resources
- Real Estate / Proptech
- Robotics
- SaaS
- Services
- Social Technology
- Sports
- Women's Health
Sectors will be pulled in from Aduro Soft ad hoc, by initiating the job from the Master Portal Org. The Sector population will occur prior to Fund Snapshots being created. So, any Fund that has Sectors populated in Aduro Soft will have those Sectors reflected on the created Snaspshots.
Fund Admin Teams can also update the Sectors themselves within FundPanel, but should also let the Client Service Operations Team know so they can make updates within Aduro Soft.
Sectors found on individual Funds in Client Orgs will populate the corresponding fields on the created Fund Snapshots for that Fund. These Sectors will get pushed to the Fund and Fund Snapshot records found within the Performance Benchmarking Org.
To initiate the job to push Sectors:
- Log in to the Master Portal Org
- Open up the Developer Console > Execute Anonymous
- Paste the following code and click Execute:
GetAduroSoftSectors.getFundSectors(); - Monitor the job to ensure no errors