Constraints

On this screen, you can specify the minimum and maximum allocations for each asset class, between 0% and 100%. Be careful, though. If you overconstrain the asset classes (by making the Minimum and Maximum ranges too narrow), the Efficient Frontier might not generate.

To set the constraints, do the following:

1. Enter minimum and maximum allocation amounts for each of the 14 asset classes.

2. To enter constraints by group, click the Type drop-down and select Group.

Note: You can view a different set of constraints by clicking the Select drop-down and clicking on the name of the constraints you want to see.

3. When creating a group constraint, enter minimum and maximum values for U.S. Equity, Non-U.S. Equity, and Fixed Income.

4. To reset the values to the original amounts, click Reset.

5. To clear all constraints (all minimum holdings will read 0.00), click Clear Constraints.

6. To name your constraints or set them as the default, click Save.

   In the Name field, enter a name for the constraints.
   
   If you want the constraints you are saving to be the default constraints, check the Set as default check box.
   
   Click Save.

7. To manage your constraints preferences, click Manage Constraints.

   In this window, you can rename, delete, or change the default setting for your constraints.

   1. 1. To rename constraints, click to highlight the name of the constraints you want to change, then enter a new name in the Rename box.

      2. To delete constraints, click to highlight the name of the constraints you want to delete, then click Delete.

      3. To set constraints as the default, click to highlight the name of the desired constraints and check the Set as default check box.

      4. When you are finished, click OK.

8. When you are done, click Next.