Manage Peer Groups

Owned by Kavitha Thangaswamy (Unlicensed)
Last updated: Jul 18, 2023 by Pamela Totas (Deactivated)
2 min read

In the Portfolio Desk's All workspace, you can create Peer Groups entities, which belong to an entity type, PEER. 

About Peer Groups

A peer group is an entity or group of entities that share similar characteristics and interests. In financial markets, a peer group refers to entities that are competitors in the same industry and are of similar size.

Select a Policy

In the Create New dialog box, you select a PEER entity type policy to create a Peer Group entity.

To select a policy:

  1. In Portfolio Data Center, from the left navigation, select Portfolio Desk > All. 

  2. On the Home tab, in the Manage group, click Create New.
    You see the Create New dialog box. 

  3. In the Select Policy list, select a policy for the Peer Group entity you want to create. 
    By default, you see the available lists of predefined policies. Note: You need to select a policy, wherein the policy type matches the entity type you want to create.

  4. Click OK.
    You see the Details page displaying the selected policy's field groups.

Provide Peer Group Details

In the Create Peer Group wizard's Details page, you can provide the details about the benchmark. Based on the policy you select, you need to provide the appropriate information.

To add basic peer group details:

  1. In the Effective Date, specify the effective date for the entity. Or use the Date selector to provide the appropriate date for the peer group.
    This field identifies the date by which the peer group is eligible for processing. You can specify an effective date in the past or future.  
    By default, you see the system date as the effective date.

  2. In the Entity ID box, type a unique id for the peer group.

  3. In the Entity Name box, type a name for the peer group.
    You see the Details page with the list of the selected policy's field groups and their corresponding fields.

  4. Provide appropriate information for each field, as needed.

  5. Click Next. 

Based on the entity policy configuration, the system enables the Peer Groups, Disclosures, Asset Mix Policy and Fee Schedule pages. See Create Entities for more information.

Provide Assignment Details

To add assignment details:

  1. In the Benchmark page, you assign benchmarks, as needed.

  2. In the Peer Group Association page, you assign peer groups, as needed.

  3. In the Disclosures page, select one or more disclosures as needed.

  4. In the Asset Mix Policy page, select one or more asset mix policies as needed.

  5. In the Fee Schedule page, select a fee schedule.

  6. Click Save to save the Peer Group entity.
    You see a message stating successful entity creation. The system generates the Peer Group entity and lists it in the All workspace.