Creating a Benchmark

  • Navigate to Instruments -> Benchmarks
  • If a Benchmarks already exist a list will be shown
  • To add a new Benchmark click on the Add Button

    • Creating a Benchmark

  • Code* [E.g. CPI5] (The * indicate that this is a required filed. Also note if an import will be used to update the prices/percentages the Code will be used to identity the line in the import file)
  • Name* [E.g. CPI +5%] (The * indicate that this is a required filed)
  • Description [E.g. Consumer Price Index + 5%]
  • Price Based Example

    • Creating a Benchmark

  • Rate Based Example

    • Creating a Benchmark

Performance
  • Rate based (Benchmarks can be either Price or Percentage base, if Percentage base set the Rate based option)
  • The following options can be captured as reference purposes:
    • Performance since inception
    • Performance three year
    • Performance five year
    • Highest Annual Returns
    • Performance ten year
    • Lowest Annual Returns
Precision
  • Stored Decimal Places For Units Set the decimal places to be used for units
  • Stored decimal places for price Set the decimal places to be used for price

    • Creating a Benchmark

    Buttons
    • Rates – if Rate based was set

      • Creating a Benchmark
      Creating a Benchmark

    • Prices – if Rate based was NOT set

      • Creating a Benchmark
      Creating a Benchmark

    • Cancel
    Adding and or updating prices/percentage
  • To add a new prices/percentage click on the Blue add button
  • To edit an existing prices/percentage click on the date link

 

Last Updated on 9 months ago by Tinus Burger