The "Target market profiling (pre-trade)" evaluation

This evaluation lists the respective securities profile of the target market and the comparison with the investment profile of the portfolio for the securities in a rebalancing portfolio. You will find the evaluation for rebalancing portfolios in the template category "Pre-trade evaluations".

The "Target market profiling (pre-trade)" report has the same columns and parameters as the"Target market profiling (portfolio)" report.

In the chapter Information on FIDLEG you will find details on the special features for FIDLEG clients. The same explanations apply for the "Target market profiling (pre-trade)" evaluation as for the "Target market profiling" evaluation.