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  • 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:

  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.

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