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Composite Settings
To create composite settings:
On the Accounts menu, under Composite Reports, click Composite Settings.
Click Create.
Complete any of the following:
| Field | More Information |
|---|---|
| Setting name |
Type a name for the composite settings. This field is not editable after the settings have been created. |
| Assign static risk free rate |
You have two options for assigning the risk free rate - you can specify a static number or use an index. If you select Assign static risk free rate, enter the rate. You can specify up to two decimal places for the static risk free rate. This field is not editable after the settings have been created. |
| Assign index as risk free rate |
You have two options for assigning the risk free rate - you can specify a static number or use an index. If you select Assign index as risk free rate, choose your index from the list. This field is not editable after the settings have been created. |
| Allow series over partial periods |
Select this check box if you want to allow a time series to use partial return periods. This field is not editable after the settings have been created. |
| Minimum number of accounts to calculate dispersion |
Enter the minimum number of observations that you want Advisor View to use for the dispersion calculations. This field is not editable after the settings have been created. |
| Number of required observations |
Enter the minimum number of observations that you want Advisor View to use for the analytics calculations. This field is not editable after the settings have been created. |
Click Save.
