Deleting Market Assumptions

Morningstar predefined market assumptions may not be deleted. If you wish to delete a user-defined set of assumptions, go to the Investment Planning or Workspace tab, and then Market Assumptions. Click the checkbox next to the name of the set you wish to delete, then select Delete from the Action menu. If the market assumptions being deleted have any plans based on that set of assumptions, the set can be deleted, but you will no longer have the ability to “reset” the plan to the underlying assumptions. If any model asset allocations are based on the set being deleted, those model allocations will also be deleted.