Select Yes from the Cover page drop-down to include a cover page with the report.
In the As of Date field, click the calendar icon to select a different as of date.
Click the Primary Benchmark drop-down to select a different primary benchmark.
Click the Group by drop-down and select Asset Class, Broad Asset Class, or Super Asset Class and Security Type.
If you selected Super Asset Class and Security Type from the Group by drop-down, check the Group by Equity Sector or Category Asset Class box to display equity sectors and/or category asset classes in addition to security types.
Check the Display Since Inception Return box to add a Since Inception column to the report.
Check the Mask Account Number box to generate the report with a partially redacted account number.
Check the Display without Securities box to generate the report without security data.
Check the Display without Benchmark box to generate the report with no benchmark data.
Check the Add disclosure to cover page box to add a disclosure.
Check the Add blank 2nd page box if you want to add a blank page for printing.
Click OK. The report is generated.
Note: You can change the benchmarks that appear on this report in the Definition Master. For more information, click here.