Target market profiling in portfolio rebalancing

The target market profiling of the securities is also supported in portfolio rebalancing. In the upper key figure area of the portfolio rebalancing, you will find messages about the results of the profiling. Note icons also appear in the item overview.

Hover the mouse over these icons to display the detailed profiling results of the respective security position.

In addition, use the target market profiling evaluation (pre-trade) described below and Target market profiling report (pre-trade)to compare the respective securities profile of the target market with the investment profile of the portfolio before realizing orders for the securities in rebalancing portfolios.