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Portfolio view

If you select a portfolio, for example from a portfolio list or by using the search, the corresponding Object view appears. At the top of the navigation pane, you see the profile of the portfolio. Below, you find the master data and linked objects as well as the analyses similar to the worksheet structure for portfolios in Infront Portfolio Manager. If you have defined your activities in Infront Portfolio Manager for portfolios as well, a link to these activities will also appear here.

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