Course Description

The Benchmark Blender tool, accessible from the application switcher, offers an extensive library of benchmark methodologies.

Learn how to manage benchmarks in Benchmark Blender.


Course curriculum

  • 1

    Managing Benchmarks in Benchmark Blender

    • Managing Benchmarks in Portfolio Analytics

    • Overview of Benchmark Blender

    • Quick Reference Card - Managing Benchmarks in Benchmark Blender

    • How to Add an Absolute Return Benchmark in Benchmark Blender

    • How to Add a Static Weighted Benchmark in Benchmark Blender

    • How to Add a Composite Return Benchmark in Benchmark Blender

    • How to Add a Composite Weighted Benchmark in Benchmark Blender

    • How to Add an Asset Weighted Benchmark in Benchmark Blender

    • Additional Info: Asset Weighted Benchmark Average Capital Base Weighting Methodology

    • Additional Info: Using Selection Sets in Asset Weighted Benchmarks

    • How to Add a New Time Window in Benchmark Blender

    • Push Time Windows (Look Through Depth)

    • How to Add a Pull Forward Benchmark in Benchmark Blender

    • How to Apply a Lag Date to a Benchmark in Benchmark Blender

    • Managing Value Type Selection & the Default Lag Date in Admin (Benchmark Blender)
  • 2

    Managing Jobs in Benchmark Blender

    • Overview of Recurring Jobs in Benchmark Blender

    • About Immediate Jobs in Benchmark Blender

    • How to Create a Scheduled/Recurring Job in Benchmark Blender

    • Benchmark Blender Quiz

    • Benchmark Blender Course Survey