This is a sample report we created for a plan sponsor or anyone else who has a multi-asset, multi-manager portfolio. The total fund benchmark was created with a fund in StyleADVISOR with three asset class indexes (Russell 3000, Lehman Aggregate, MSCI EAFE) with their respective weights. After running this install, users can modify the blends and change the managers. If you have any questions or need help call Client Services at (800) 789-5323.
WARNING: This is a very large workbook and may take a while to open. The installer may overwrite some existing blends. Contact Client Services is you have any questions.
