Custom Benchmark

Overview

A custom benchmark contains blended indexes, which are used as comparison mechanisms to ensure that your clients’ accounts are performing in parallel with the market. Once created, a custom benchmark is assigned to clients and accounts to assist with account analysis. The custom benchmark you assign to a client or account is applied to reports and components within a worksheet.

In addition to being assigned to clients and accounts, custom benchmarks can also be applied to individual components in a worksheet, using Component Settings.

Last Updated: March 28, 2018

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