Infront Portfolio Manager is a flexible solution for portfolio management in private banking and wealth management – on-premises or as SaaS – and supports all phases of portfolio management, from planning to implementation and control.

With the new version, Infront clients can even better meet the needs of their customers, who increasingly demand special products that specifically take ESG factors into account and that represent sustainable investments. Infront Portfolio Manager provides a consistent method for measuring ESG sustainability risks. This makes it easy to compare investments and portfolios and to analyse ESG data with new reports and restriction schemes. With the new release, ESG data on individual instruments can now also be analysed directly.

“Looking at regulatory issues as well as direct investor interest, it may be advisable for many asset managers to first consider sustainability risks in the investment process as well as end client reporting. For this purpose, Infront offers a very comprehensive ESG database with 22 detailed ESG risk scores on three hierarchical levels for more than 30,000 companies, 200,000 funds and more than 300 sovereigns (as of August 2021), which have been available in Infront Portfolio Manager since June,” says Torsten Reischmann, Executive Director Product Management Portfolio & Advisory Solutions. 

Thanks to the enhanced integration and standardization of the various order routing functions in the Infront solution platform, new connections can be provided much more efficiently and in the same way for different Infront front ends. Currently, single- and block-order interfaces with several leading depositary banks are in internal testing or already in the pilot phase.

With the new multichannel ordering module, it is now possible to split orders for a securities account across different channels with the help of configurable rules, in order to be able to send them directly to different brokers.

Furthermore, the loss threshold reporting has been made more resilient to late price deliveries and additional quality monitoring of the data budget for Customer Account has been implemented.