The existing “Target Sets” screen is now being replaced with a new, improved Target Sets screen.
Portfolios >> Maintenance >> Models >> Target sets >> Target sets.
This screen provides a better user experience along with new capabilities as listed below.
Target Set List screen:
The new search and view target sets capabilities means that you can
• View a new grid that provides better readability
• Group data based on how you want to review them (e.g. by Administrator, Risk Profile or Provider). You can group data by any column.
• Filter target sets by any column
• Save column configurations. Drag and drop columns and we will ensure they are saved when you return back to the screen
• Export target sets to a CSV file
View Underlying Instruments of a Target Set:
Similar to the Target Set List screen, the new Underlying Instruments table means that you can
• View in a new grid the security information with benchmark, adjustment and target information
• Filter the instruments by any column.
• Save column configuration. Drag and drop columns or apply sorting on a specific column and we will ensure they are saved when you return back to the screen.
When editing a Target Set:
Whenever there is a change in benchmark or floating target set, the targets table will automatically be updated with
• the securities,
• the benchmark weights when benchmark is selected,
• the adjustment weights when floating target set is selected and
• the target weights.
Assign Target Set to Accounts/Account Groups:
You can now assign target set(s) to accounts/account groups with advanced target set options. You can configure e.g.
• Multiple target sets in different weights
• Cash reserve in % or value
• Target set overrides via instrument exclusion/substitutions/adjustments
to accounts/account groups.
Manage Target Set Category:
The new search and view target set categories capabilities means that you can
View a new grid that provides better readability
Useful Information
For more information on the new Target Sets screen, please refer to the Target Sets - Overview and Key Features article in Iress Community.