Group analyses

This section provides the most important information on the analysis of client groups. You can analyse any number of clients and their portfolios when combined in groups or security account filters. Complex analyses such as monitoring analyses by groups are also possible.

In the navigation pane, select the required analysis (for example, the asset status), and then select the required group (or securities account filter) that you want to analyse. In the analysis area, you see (sometimes after some computation time) a resulting group analysis. Now you can either open new analyses for the group in the navigation pane or analyse further groups or security account filters in the Explorer by using the same analysis.

Just like the individual analyses for objects, the available group analyses depend on the template configuration in Infront Portfolio Manager.

Depending on the size of client groups and the type of group analysis, group analyses in particular can take some computation time. If this happens, you can just compute the analysis in the background and continue your work session. For more information, see Analyses in the background.