All of the index loading approaches described below support the (optional) use of custom benchmarks. Some support the use of sub-portfolios and aggregates.
Custom Benchmarks
When you set up custom benchmarks, you can:
- Manually use the Entity Maintenance windows to define the custom benchmark construction. For more information, see Maintain Custom Benchmarks.
- Assign the custom benchmark as benchmark for another entity. For more information, see Assign Benchmarks to Entities.
- Run the Custom Index Entity Build process to define custom benchmark returns and related performance data. For more information, see Build Custom Benchmarks.
Sub-Portfolios and Aggregates
When you set up sub-portfolios, you can:
- Manually use the Entity Maintenance windows to define the sub-portfolio or aggregate construction.
- Assign the sub-portfolio or aggregate as a benchmark for another entity. For more information, see Assign Benchmarks to Entities.
- Run the Entity Build process to populate the holding tables for Sub-portfolio and Aggregate type entities.