Copy asset allocation model
Module "Portfolio Service Extended Portfolio Analysis"
To copy an existing asset allocation model, proceed as follows:
- Select the desired asset allocation model in the list on the left-hand side.
Select the "Copy selected asset allocation" icon. A copy of the selected model is created and added to the list.- Edit the new model.
You can find out how to create and edit basic asset class combinations in the section Edit asset allocation models. - Confirm your settings with "OK".
The "Asset Allocation" dialog box closes and you can assign the newly created model to one or more portfolio versions or portfolio profiles.