dc-pension-rules

DC pension risk asset limits are checked by validating portfolio exposure against the 70% risk asset threshold. The tool enforces this constraint by referencing fund classification rules to ensure investment portfolios remain compliant.

The single fund concentration limit for DC pension portfolios is 40%. The compliance check validates portfolio allocations against this threshold to prevent over-concentration in any single fund.

Lifecycle-based asset allocation rules are validated using a lifecycle framework that checks asset mix appropriateness. The tool references this framework to ensure portfolio allocations match age-appropriate risk profiles and trigger rebalancing checks.

DC pension compliance checks can be automated by inputting portfolio data and running validation against risk asset limits, fund classifications, and lifecycle rules. The tool generates compliant reports for portfolio managers and compliance teams.

DC pension compliance validation requires fund classification data referenced from a fund_classification.json structure. This classification table is used to categorize investments and apply risk asset exposure limits correctly.

When a portfolio fails the DC pension risk asset exposure check, the validation output identifies non-compliant allocations exceeding the 70% risk asset or 40% single fund limits. Compliance teams use these reports to execute necessary rebalancing.