Page Comparison

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1. From the drop-down list for the appropriate benchmark in the ID column of the grid, select a benchmark ID.
2. Click Next.
   The Peer Group Association tab opens. After you select a benchmark ID, establish one or more Peer Group Associations, which enable you to link funds to the selected peer groups. You select a primary association, and you can have alternative associations based upon alternative grouping criteria.
3. From the Primary Peer Group drop-down list, select a primary peer group.
4. From the Secondary Peer Group drop-down list, select a secondary peer group.
5. Click Next.
   The Disclosures tab opens. You now assign disclosures to the entity. You can add, modify, and assign disclosures and incorporate them into a performance report, including those for Global Investment Performance Standards, or GIPS(R), compliance.

Assign Disclosures

To assign a disclosure:

1. In the Add/Update Disclosures section, from the As of Date drop-down list, select As of Date or Inception Date. The list defaults to As of Date. For this exercise, we will use the default value.
2. The displayed date is the Effective Date for the entity and defaults to the current date or the date you specified on the Details tab.

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Repeat this process for each disclosure you want to assign.

1. Click Save.
   You have created the entity.