Restrictions and asset allocations in portfolio rebalancing

In portfolio rebalancing, Restrictions and asset allocations of the portfolios are taken into account and rechecked in the portfolio rebalancing tool after changes (e.g. manually changed order items or the addition of a new security).

In the portfolio rebalancing tool, your Infront Portfolio Manager informs you with the help of various messages and icons. This information and warnings appear in the key figures area of the portfolio rebalancing tool and also when you hover over a portfolio in the portfolio list.

Restrictions are also taken into account in the pre-trade checks. In particular, there is also the evaluation for rebalancing portfolios, restriction monitoring (pre-trade).