Restrictions
Module "Portfolio Service Extended Portfolio Analysis"
Parallel to monitoring the asset allocation, it makes sense to include customer-specific restrictions and monitor them with the Infront Portfolio Manager. Restrictions of this type are, for example, "No automotive stocks", "No defense stocks", "Share dividend yield > x%" or "No certificates with less than 3 EDG stars".
A distinction is made between stock and quota restrictions. Restrictions can also be created as parameterizable restrictions based on restriction schemes. The configuration of the schemas and the assignment of restrictions to depot objects are separated from each other.
Restrictions can be assigned to the following objects:
- Portfolios
- Holder
- Groups
Siehe auch: