How do I change the benchmarks used in default reports for PortfolioAnalyst?
SPXTR, EFA, and VT are our default benchmarks and are the only benchmarks that are used in the default reports within the PortfolioAnalyst. To use additional benchmarks, please create a custom report.
Can I create a custom benchmark within PortfolioAnalyst?
Yes. You can create custom benchmarks within PortfolioAnalyst by combining benchmarks from our existing benchmark offerings. To add custom benchmarks, navigate to the Configuration tab…