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- From the drop-down list for the appropriate benchmark in the ID column of the grid, select a benchmark ID.
- 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.
To select a peer peer group association:
- From the Primary Peer Group drop-down list, select a primary peer group.
- From the Secondary Peer Group drop-down list, select a secondary peer group.
- 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.
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