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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


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