Custom Benchmarks

Did you know Custom Benchmarks can be imported into Telemet Orion?  Also, model portfolios from accounting platforms like AXYS may be used.  Once added, these benchmarks can be accessed 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