Detailed asset monitoring

Module "Portfolio Service Extended Portfolio Analysis"

With this evaluation, your Infront Portfolio Manager provides you with a more detailed presentation of the asset monitoring data. You can find this evaluation in the workspace of groups, portfolios, holders or securities accounts on the "Monitoring" worksheet (in the delivery state).

In addition to the list of all basic asset class combinations, the detailed version also shows the individual securities and their share of the portfolio value as a percentage.

The other columns correspond to those of the known asset monitoring. If necessary, read the Asset monitoringchapter. The description of the associated parameters can be found in the Asset monitoring parameterschapter.