Target market service in the Infront Portfolio Manager

This chapter contains a description of the target market service in Infront Portfolio Manager.

The "Target market categories" evaluation is discussed here in particular.

All details on the "Target market profiling" and "Target market profiling report" evaluations and on target market matching in portfolio rebalancing can be found in the section Customer profiling in the Infront Portfolio Manager.

You are always informed about the current status of the technical availability of the MiFID II services in the Infront Portfolio Manager via the display in the status bar .

If a "negative target market" is configured in the service, i.e. the identification of customer groups to which a product may not be sold, this is also taken into account in the Infront Portfolio Manager evaluations.