Page Comparison

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Custom Benchmark Custom Index Types

• Currency Conversion
  Source Entity Name
  Source
  Source Performance Model
• Blended Weighted Index
• Floating Weight
• Floating Aggregate
• Hedge Index
• Linked
• Constrained Index
• Exclusion
• To select a benchmark:

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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.
   If the Effective Date, the As of Date, or the Inception Date of the disclosure is for a date in the past or future, use the date selector to select the appropriate date.
3. From the Disclosures drop-down list, select a Disclosure.
   After selecting it, you see it on the AssignedDisclosures grid. You can assign a disclosure to one or more entities, including a LIST type entity, which aggregates a number of underlying entities.
   Repeat this process for each disclosure you want to assign.
4. Click Save.
   You have created the entity.

To assign a permission:

1. ?

To assign a aggregate:

To assign a custom index type:

To assign a list:

1. ?

To assign a share class:

To assign a sector:

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