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Definition: Benchmark

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The Benchmark section within individual account settings lets you assign a benchmark to that account.

For more details on benchmarks, see the following: 

• For configuring the number of benchmarks you use and the name that appears for each, see Benchmarks.

• For a complete list of the over 370 indexes available in Advisor View, see List of Available Indexes. Your blended indexes and custom indexes will also appear in the list.

If you're changing benchmarks, Advisor View can keep track of benchmark changes for the account. When you edit a benchmark within the account's settings, the following options are available: 

• Benchmark: Select the benchmark you want to use within that account.

• Start date:Choose a start date when you want to apply this benchmark. You can choose any start date you want. Select Use inception date to use the inception date as your start date.

• Insert into existing benchmark history based on the start date:Select this option to insert the selected benchmark into the account's comparison history based on the start date. If you set the benchmark start date as today's date, the change will be reflected the next day.

• Replace benchmark history based on the start date:Select this option to replace all benchmarks associated with the selected account from the start date.