Parameters of the Target Market Profiling report

Evaluation date

The evaluation date of the report, which you can enter in the form "dd.mm.yy", for example.

The default setting is the current date or the evaluation date entered in the input field on the "Start" tab.

Show only securities with distributor target market

If you activate this parameter, the securities without a distributor target market are hidden. If the parameter is not activated, all items without a target market have the value "No data available".

Negative target market

Activated by default.
In the default setting, the investment profile is therefore only compared with the negative target market. Notes on the effects:

• If no data is stored, the items have the value "No data available".
• If the negative target market contains a value that is also stored in the investment profile, the corresponding traffic light turns red.
• If the negative target market does not contain a value from the investment profile, the corresponding traffic light shows green.
  To obtain a complete target market profiling with positive and negative target market, you must deactivate this parameter. An orange traffic light is then also available in the event that the positive target market is not met, but this cannot have a negative impact.