cancel
Showing results for 
Search instead for 
Did you mean: 

Apply an Investment Policy to a Model Portfolio

Apply an Investment Policy to a Model Portfolio

In the Portfolio Settings window, you can now apply an investment policy to a portfolio object. Assigning a policy does not set the policy as a benchmark; the policy is used when conducting a total portfolio attribution (TPA).

Note: To use a policy as a benchmark, select it as Benchmark 1 or Benchmark 2.

TPA.jpg

To learn more, read the training guide.

Version history
Revision #:
1 of 1
Last update:
‎12-19-2018 11:56 AM
Updated by:
 
Contributors