Restriction types

Module "Portfolio Service Extended Portfolio Analysis"

The Infront Portfolio Manager distinguishes between two restriction types:

Stock restrictions

Portfolio restrictions correspond to the restrictions prior to version 5.50 of the Infront Portfolio Manager and are fully backward compatible. In contrast to the new quota restrictions, alternative securities can still be used automatically. The stock restrictions function as post-trade checks.

Quota restrictions

The quota restrictions are specifically designed for portfolio-related customer specifications that can be expressed as a percentage. No alternative papers are used. Quota restrictions function both as pre-trade and post-trade checks and thus meet the requirements of MiFID II.

You can set the restriction type in the "Configure restrictions" dialog box on the "Restriction schemes" tab. Open the dialog window via the RESTRICTIONS command on the "Configuration" tab.