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Override a Benchmark - Submit with Override

You can override benchmark assignments from the Submit with Override window. The override is created by specifying:

  • A different benchmark
  • Another benchmark assignment

Choose the Select the Benchmark tab on the Submit with Override window to initiate benchmark definitions. All valid benchmark definitions are displayed. You can either override the assignment, or, assign a specific entity. See the following figure.

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This feature is used with all Performance Analysis reports like Perf Link Analysis, Risk Statistics, Equity Attribution, and Fixed Income Attribution.

Override a Benchmark - Advanced Report Override

The Advanced Report Override window provides a second technique for initiating Benchmark overrides. You can override either:

  • The benchmark assignment
  • A specific entity

Overrides are passed on to the underlying OLAP report.
Click the Select the Benchmark tab on the Advanced Report Override window to initiate benchmark definitions. See the following figure.
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All valid benchmark definitions are displayed. You can either override the assignment, or, assign a specific entity. See the following figure.

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