Course Description

While performance for your investments is computed by the Value Estimate Updater, this course outlines how you can manually upload performance when needed. Common scenarios when you might do so include uploading performance for indices or when you want to track performance of a prospective manager.  

Course curriculum

  • 1

    About Performance Data

    • Performance Data Course Intro

    • Quick Reference Card - Performance Data

    • How to Enter and Import Performance Data

    • Creating a Ready-Made Upload Template with the ‘Create Performance Upload’ Link

    • Performance Data Quiz

    • Performance Data Course Survey