This report breaks down the securities in a portfolio by asset class and compares their performance with the different asset class benchmarks for the selected account.
Securities are grouped under their asset classes, which are listed alphabetically.
The report displays Ibbotson asset class benchmarks by default, but you can choose different benchmarks.
To set asset class benchmarks, do the following:
From the universal Tools menu, select Edit Definition Master. The Definition Master opens.
In the left navigation pane, click Asset Classes. The Asset Classes area opens.
Double-click on a row to open an asset class in a new window.
In the Reporting Benchmark field, click the magnifying glass icon. The Select Index dialog box opens.
Find the desired benchmark, then click OK to return to the asset class window.
Click OK to return to the Definition Master.
Click Save.
The overall portfolio performance is compared to the account benchmark. You can change the account benchmark at the account level, on the Account Setup page within the Profile/Settings folder.