Loss thresholds

Portfolio Service Scheduled Reporting" module

You can define and monitor loss thresholds (also known as loss limits) for portfolio versions and portfolio profiles in the Infront Portfolio Manager and notify your clients regularly. You can also define a loss threshold for individual securities of the "leverage product" type for each portfolio version and each portfolio profile. These functions support the MiFID II financial market directive.

In order to always have an overview of your defined loss thresholds, use the reports Monitoring loss thresholds portfolio and Monitoring loss thresholds WP. For your reporting, you can use Report Verlustschwellen-Benachrichtigung Portfolio and, for securities, Report loss threshold notification WP (or the report folders Folder Monitoring loss thresholds Portfolio and Loss threshold monitoring folder WP).