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Creating Custom Benchmarks

Creating Custom Benchmarks

Before you create a custom benchmark, be sure that you have selected which indexes you want to blend. You can either create or import an investment list containing the indexes, or you can manually select each index you want to include.

To create a custom benchmark, do the following:

  1. From the upper-right corner of the window, click the Create icon, and select Custom Benchmark. A window opens.

    custombmark1.gif

  2. Click the + icon. The Add menu opens.
  3. Click in the Search All Investments field and type the name of the index you want to add. Search results appear.
  4. From the search results, click on the name of the index. The index is added to the list.

    custombmark2.gif

  5. Repeat steps 2-4 for each index you want to add.
  6. Click in the Weight column and enter percentages for each index.
  7. At the top of the window, click Recalculate. The allocation totals update.

    weight.gif

  8. From the upper left-hand corner of the window, click the Untitled drop-down menu, then select Save As. The Save portfolio as dialog box opens.

    saveas.gif

  9. Enter a name for the custom benchmark, then click Save.

    saveas2.gif
  10. In the upper-right corner, click the X icon to close the window.
Version history
Revision #:
2 of 2
Last update:
‎05-11-2018 05:39 PM
Updated by:
 
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