Copy asset allocation model

Module "Portfolio Service Extended Portfolio Analysis"

To copy an existing asset allocation model, proceed as follows:

1. Select the desired asset allocation model in the list on the left-hand side.

2. Select the "Copy selected asset allocation" icon. A copy of the selected model is created and added to the list.

3. Edit the new model.
   You can find out how to create and edit basic asset class combinations in the section Edit asset allocation models.

4. 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.