Renaming a custom benchmark

1. In the left navigation pane, click Workspace. The Workspace area opens.

2. In the left-hand column, click Benchmarks. The Benchmarks spreadsheet opens.

3. Double-click the custom benchmark you want to rename. The benchmark opens to the Holdings Summary screen.

4. In the left column, click the Profile/Settings folder.

5. Click the Benchmark Setup page.  

6. In the Benchmark Name box, type in the new benchmark name.

7. Click OK. The benchmark is renamed.