Adding Financial Benchmark Portfolios

Procedure

To add financial benchmark portfolios:

1. Select Portfolio Management.
   The Portfolio Search screen appears.

2. Select Create New Portfolio.
   The Portfolio Definition screen appears.

3. From the Portfolio Type list, select Financial Benchmark.
   The Portfolio Definition screen refreshes to display the Portfolio Type Details section for Financial Benchmark portfolios.

If you do not define a metric selection criteria for statement months, the Annualize Indicator must be Yes, so that the portfolio aggregates comparable data. If you define a metric selection criteria for statement months that is anything other than 12 months, use the Annualize Indicator to specify whether or not you want to include in the portfolio statements that are interim or greater than 12 months by annualizing them.

4. Enter details for the portfolio, and click Save.
   The following message appears: "Portfolio created and marked as Inactive. Please create member selection criteria to complete portfolio definition. Record saved successfully."

Note: You must add at least one member selection criteria before you can activate the portfolio.

You can now:

• Add member selection criteria. This is required to activate a portfolio. How?

• Add a default metric selection criteria. This is optional. How?

Note: You cannot add or edit metrics for a Financial Benchmark portfolio. When you select the Financial Format for the portfolio from the Financial Format list, the portfolio includes all line items and ratios included in the selected format.