Add custom benchmark

Is the benchmark you would like to use missing from our database? Feel free to create your own custom benchmarks and add them to your performance report.

1. Create new custom benchmark

1. Click New Benchmark in the left-hand panel.
2. Enter a name for your new benchmark, then click Save.
3. Update the benchmark performance as shown below, or as described in Update or import your data.

2. Assign a custom benchmark to a program

1. Select a program in the left-hand panel.
2. Click Benchmarks in the right-hand editing panel.
3. Custom benchmarks can be selected under the Main Benchmarks tab.
4. To add more than one benchmark, click the Add Benchmark button.
5. Click Save.

Continue your fund reporting workflow

This feature supports consistent fund performance reporting and automated factsheet updates. Continue with Add and configure statistics and Fund factsheet production software.