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.

Aggregates

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Lists

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GIPS Composites

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Sub-Portfolios

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Peer Group Associations

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Reporting Composites

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Permissions

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Assign Disclosures

To assign a disclosure:

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