Rev. Date May 3, 2021

When you create a pro forma portfolio, you will have the option to compare to: (1) your master portfolio; (2) the last saved version of the portfolio; and (3) an optimized version of the portfolio.

Additionally, if you wish to compare the master portfolio or a pro forma to a different portfolio, benchmark, or investment, click on the benchmark drop down at the top of the screen. ​From here, designate the comparator as either a benchmark available, a fund or index from your uploads or our database, or another pro forma portfolio you have created. Any return stream designated as the benchmark can be used to create an active view of the analysis by toggling on Relative to Benchmark at the top of the screen.

Lastly, if you wish to compare to multiple portfolios, benchmarks, and/or investments, click on the “Compare” icon in the top right of the analysis page or on the left panel navigation. On the Compare page, add the other portfolios, benchmarks, or investments you’d like to compare.

This document highlights certain aspects of this feature. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.

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