ESG data in the Infront Portfolio Manager
- General information on the ESG data
- ESG categories
- ESG data in standard templates
- Report ESG class analysis
- Report ESG portfolio analysis
- Report ESG portfolio analysis compact
- Report PAI analysis
- ESG portfolio analysis
- ESG securities analysis
- ESG asset classifications
- ESG restriction schemes
- Information about Coverage
- ESG data packages
Configuration
- General settings
- Edit basic asset classes and asset classifications
- User-defined fields
- Configure valuation places
- Manage yield curves
- Configure secure interest rates
- User-defined security names
- Set up trading venues for PSI Order Entry
- Configure plausibility checks
- Data exchange
- Risk service
- User administration in the Infront Portfolio Manager
- Features for the Infront Advisory Solution
- Configure fields for services
- Multilingualism
- Intraday Online Service