Infront Portfolio Manager
German English
German English

Collective comments on restriction tests

In the "Position restriction checks" dialog box, you can decide for an entered comment whether it should apply to several positions in a portfolio. You will find the "Collective comment" column in the upper table of the dialog window. If you activate the checkbox for a restriction in this column, the comment is added to every position in the portfolio with this restriction and the same restriction violation status.

restriction_monitoring_batch_comments_EN.png


Regelungen für die Übernahme eines Sammelkommentars
  • Same restriction as the restriction item pair for which the comment was entered and marked as a collective comment

  • Same restriction violation status as the restriction item pair for which the comment was entered and marked as a collective comment

  • No existing comment with the same "Valid from" date as the collective comment

  • No existing comment with a "Valid to" date that falls on the "Valid from" date of the collective comment or on a later date