Custom Asset Classes
Tues, February 28, 2023 @ 10:00 AM PST / 1:00 PM EST
- Create custom asset classes, including asset class trees
- Easily map Morningstar categories and securities to custom asset classes
- Define custom asset allocations to handle target date funds and allocation funds
- Use custom asset classes in client and firm level asset allocation reports
Register here for our Custom Asset Classes Webinar.