Edit asset allocation models

Module "Portfolio Service Extended Portfolio Analysis"

You can edit the predefined asset allocation models to adapt them to your needs, use the "Copy" function to quickly create and edit variants or even create completely new asset allocation models.

1. To do this, open the "Asset Allocation" window, which you can access via the properties window of a portfolio in the historicized properties on the "Investment guidelines" mini-tab via the "Allocation..." button.
   

   

2. The list on the left shows you which asset allocation models have already been created. To display the current settings for a model, select the desired model. In the right-hand side of the window, the individual basic asset class combinations are displayed in the "Weightings of basic asset class combinations" field.

Three percentage values are assigned to each basic asset class combination. The "Target [%]" column specifies how high the share of this asset class should be in the sub-portfolio. The "Min [%]" and "Max [%]" columns indicate the maximum deviations from the target value.

When entering the values, the system automatically checks whether they are sensible entries, i.e. the target value must be between the minimum and maximum value.

All existing basic asset class combinations from older versions of Infront Portfolio Manager are converted, the old tolerance value is converted to the new minimum and maximum values.