Selecting Portfolios

Procedure

To select portfolios:

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

2. In the Portfolio Name and Type fields, enter information to locate the portfolio, and click Search.
   The Search Results section displays the portfolios matching the information you enter.

Note: You can also execute the search by pressing the Enter key.

3. From Search Results, you can:

• View or edit the portfolio definition by selecting the link in the Name column for the portfolio.
  The Portfolio Definition screen appears for the selected portfolio.

• Schedule the generation of portfolio statistics after viewing events for the portfolio by selecting Events in the Action column. From the Portfolio Events screen, you can view events, and then click Schedule to enter a new schedule.
  The Portfolio Schedule screen appears.

• Schedule the generation of portfolio statistics by selecting Schedule in the Action column. You can schedule a portfolio only when the portfolio is Active, and only for Financial Benchmark and Exposure portfolios.
  The Portfolio Schedule screen appears.

• View portfolio members by selecting Members. You can view members for all portfolios except Standard Financial portfolios.
  The Portfolio Members screen appears.

• View portfolio results by selecting Events in the Action column. You can view events for Financial Benchmark and Exposure portfolios.
  The Portfolio Events Search screen appears.

• Add quarter for Standard Financial portfolios by selecting Add Quarter in the Action column.
  The Portfolio Details screen appears.

• View or edit quarters for Standard Financial portfolios by selecting View/Edit Quarter in the Action column.
  The Portfolio Details screen appears.