Edit investment profile in Infront Portfolio Manager

You can edit the investment profiles directly in the Infront Portfolio Manager. You can change both the person-specific and the owner- and portfolio-specific criteria.

Person-specific criteria:

• Knowledge/Experience

Owner-specific criteria:

• Loss-bearing capacity

• Distribution channel
• Customer category

Portfolio-specific criteria:

• Investment objective

• Special requirements

• Risk indicator

• Risk/return

• Investment horizon