In the left navigation pane, click Workspace. The Workspace area opens.
In the left-hand column, click Benchmarks. The Benchmarks spreadsheet opens.
Double-click the custom benchmark you want to edit. The benchmark opens to the Holdings Summary screen.
To delete a holding, check the name of the holding you want to delete.
From the Action menu, click Delete.
To add holdings or change weighting allocation, on the Action Shortcut menu, click .
For a simple staged benchmark, you can click the Edit button and select Edit Portfolio, New Portfolio, or Remove Portfolio to edit, add or remove historical portfolios.
When you are done adding holdings or changing the allocation, click Recalculate to see the updated profile of the benchmark.
Click . You are returned to the Holdings Summary and the changes are saved.