How to Create Blended Benchmarks

1. Click on Application Management (gear icon in the top right corner).
   
   
2. Select Blended Benchmarks from the options on the left. 
   
   
   
3. Click + New Benchmark
   
   
   
4. Name the Benchmark and click Next.
   
   
   
5. Select the Effective date and click continue.
   
   
   
6. Select your indices by typing in the names and clicking the add (+) button.
   
   
   
   
7. Enter in your allocation percentage/s to equal 100% and click save.
   

Once this process is complete you can add additional time periods by following steps 1-7 or exit out of the viewer window.

How to Edit an Existing Blended Benchmark

1. Click on the three vertical dots  to the right of the benchmark. 
   
   
   

2. Select 'View Benchmark History'
   
   
   

3. Click the pencil icon next to the time period you would like to edit, or the trashcan icon to delete it.
   

4. If you click the Pencil Icon it will take you to the screen below. You can edit your allocations, and add/remove funds. Then click save.
   

Places where Blended Benchmarks can be applied:

• Client Accounts
• Investment Models