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Custom Benchmark Custom Index Types
- Currency Conversion
- Blended Weighted Index
- Floating Weight
- Floating Aggregate
- Hedge Index
- Linked
- Constrained Index
- Exclusion
- To select a benchmark:
- 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.
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