/Blended benchmarks
Search Knowledge Base by Keyword

Blended benchmarks

Blended benchmarks can be created using our portfolio tool. This tool allows users to combine any number of programs and other instruments into a portfolio. The portfolio can then be selected as a benchmark. See the steps described below for more details.

1. Create new hypothetical portfolio

Click “New Portfolio” in the left frame and then choose “Hypothetical Portfolio” in the right frame.

2. Set calculation method to fixed

3. Add Portfolio Items

Market indexes are available under Indices tab. Custom benchmarks can be found under My Programs tab. The weight is set using the “Total Investment” field.

4. Rename the Portfolio

Select your newly created portfolio in the left frame and click “Portfolio Information” in the right frame. The portfolio in this example was renamed to S&P TR 60% / MSCI World (USD) 40%.

5. Assign Portfolio as Benchmark

Select a program in the left frame and click Benchmarks in the right frame. Portfolios are available among other benchmarks under the “Main Benchmarks” tab. See this topic for more information about adding benchmarks.

Previous Benchmarks statistics calculation
Next Delete benchmarks

Need help? Feel Free to Ask

To make this site work properly, we sometimes place small data files called cookies on your device. Most big websites do this too. Show details Ok

About cookies

What are cookies?
Cookies are small text files that are placed on your computer by websites that you visit. Websites use cookies to help users navigate efficiently and perform certain functions. Cookies that are required for the website to operate properly are allowed to be set without your permission. All other cookies need to be approved before they can be set in the browser.

How to control cookies?
You can control and delete the cookies that are stored on your computer. Please see aboutcookies.org for more information.


_gat_gtag_UA_*_1 This cookie is used by Google Analytics to store and track conversions.
Retention period: 1 hour.
Domain: www.fundpeak.com

Statistics (anonymous)

_ga This cookie is used by Google Analytics to count and track pageviews.
Retention period: 2 years.
Domain: www.fundpeak.com

_gid This cookie is used by Google Analytics to count and track pageviews.
Retention period: 1 day.
Domain: www.fundpeak.com


privacy_embeds This cookie is used by Fundpeak to store user privacy preferences.
Retention period: at least one session.
Domain: www.fundpeak.com

Third party

_GRECAPTCHA This cookie is used by Google. reCAPTCHA sets a necessary cookie when executed for the purpose of providing its risk analysis.
Retention period: 6 months.
Domain: www.google.com