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Monday, November 28, 2011

Custom Benchmarks

Did you know Custom Benchmarks can be imported into Telemet Orion?  Once added, these benchmarks can be used in Multi-Style Attribution as well as various pages throughout the platform.
 
1) From your Telemet Manager window, click Functions>Add-In-Console>Portfolio Accounts.  The Portfolio Accounts Console window will appear.
 
 
 
2) Click “Benchmarks” on the left side of the screen and then select New.


A.  Choose “Model Portfolio” if a portfolio that contains transactions is wanted as the benchmark – such as an Advent Axys cli file.
B.  Choose “Text – Delimited” if the file containing the Benchmark data is in a delimited format, such as a csv or tab delimited file.
C.  Choose “Telemet Ticker List” if the data is currently viewable as a Telemet Orion Ticker List.
·         Any name can be entered for the Benchmark
·         Visit the following link within the Help Menu for detailed instructions or call our client services team!  http://65.105.114.35/orion/html-web/html/orio55ik.htm

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