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Blended Indexes

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Introduction

Create a Blended Index

Assign a Blended Index to an Account

 

Introduction

Tamarac offers an extensive library of indexes that you can use and blend together to create your own custom indexes. For a complete list of the indexes available in Advisor View, visit List of Available Indexes.

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Create a Blended Index

To create a blended index:

  1. On the Setup menu, click Blended Indexes.

  2. In the Add an index list, select an index, and then click Add. The index appears in the Indexes section. Repeat this step for each index you want to add.

  1. In the Blended index name box, enter a name for the index.

  2. In the Indexes section, specify the weight for each index. The aggregate weight for the indexes must be 100 percent.

  3. In the Fiscal year end for rebalance list, choose the last month of the fiscal year. If you choose None, Daily, or Monthly for the rebalance frequency, this list will be unavailable.

  4. Click Save.

  5. Under Rebalance frequency, choose the rebalance frequency for the blended index. This feature allows you to rebalance blended indexes at the same interval you rebalance your accounts.

    For more information, see What Is The Effect Of Changing The Rebalancing Frequency To Daily For A Blended Index.

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Assign a Blended Index to an Account

To assign a blended benchmark to an account, see Assign a Benchmark to an Account.

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