Renaming a Model Portfolio

1. In the left navigation pane, open either the Investment Planning or Workspace tabs, then select Model Portfolios, Static Model or Variable Model.

2. Double-click on the model portfolio you want to edit. The model portfolio opens and you land on the Holdings Summary screen.

3. To edit a Static Model Portfolio:

   1. In the left-hand column, click Profile/Settings and then Model Setup.

   2. Enter a new name for the model in the Model Name field.

   3. Click OK to retain the changes.

4. To edit a Variable Model Portfolio:

   1. In the left-hand column, click General Settings.

   2. Enter a new name for the model in the Name field.

   3. Click Save to retain the changes.

5. Close the model window to return to the grid and see your changes.