Rev. Date December 9, 2019

You can set a benchmark for any portfolio, strategy, or investment from:

  • The Library on the homepage. Click the dropdown to the right of the investment or portfolio, and select “Configure Benchmarks.” From there you can add new benchmarks and manage existing benchmarks for that investment or portfolio.

  • Any analysis page. For example, select a portfolio from your Library. In the analysis view you have the option to assign a benchmark for the portfolio (or any selected strategy or investment) by clicking the Benchmark dropdown at the top of the screen and selecting “Add new.” 

Any investments, including those in Venn’s investment library and those that you’ve uploaded directly, are eligible to add as benchmarks. 

Note that setting a benchmark may affect the portfolio return frequency used for analysis and/or the analysis period. It will also impact the relative performance and factor metrics when the "Relative to Benchmark" toggle is switched on.

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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