Implementation in the Infront Portfolio Manager

Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

The portfolio rebalancing of the Infront Portfolio Manager comes into play in the investment process after the central investment decisions have been made and the results are to be realized for all portfolios. The investment guidelines are defined in the form of baskets of securities (the modules), in which specific weighted securities positions are defined, or also central parameters such as an "underlying equity ratio".

These basic modules can in turn be weighted and combined to form module systems. How this is to be done individually depending on a customer profile is defined once in a so-called allocation model via MM-Talk. Together with the option of extending the customer profile via user-defined fields, the Infront Portfolio Manager offers any degree of freedom when defining the allocation model. In the simplest case, you have a series of modules that are assigned to customers on a one-to-one basis. This means that the customer portfolio corresponds exactly to the assigned module. If you want to respond more closely to customer wishes, you can offer different equity and bond modules, for example, and assign them to the customer on the basis of certain parameters.

The use of model portfolios is also supported. A portfolio can be assigned to an investment agent as a model portfolio. Here, the target portfolio is defined by the holdings and liquidity of a model portfolio.

The subject of rebalancing is the entire portfolio of a portfolio property.