Creating Model Portfolios Video
The Model Portfolios area can be accessed from the Investment Planning or Workspace tabs. There are two pages available, Static Models and Variable Models. Static Models are set up to use just one allocation set, whereas a Variable Model is created using a specific "position as of date" for the allocation set.
See Also
Static Models
Creating a Static Model Portfolio
Creating a Static Model Portfolio from an Existing Account
Creating a Client Account from a Static Model Portfolio
Editing a Static Model Portfolio
Comparing Static Model Portfolios
Variable Models
Create a Variable Model Portfolio
Editing a Variable Model Portfolio
Either Type of Model Portfolio
Assigning a Benchmark to a Model Portfolio
Rebalancing Accounts/Clients/Groups Attached to a Model