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Composite Settings

To create composite settings, follow these steps:

  1. On the Accounts menu, under Composite Reports, click Composite Settings.

  2. Click Create.

  3. Complete any of the following:

    Field More Information
    Setting name

    Type a name for the composite settings.

     

    This field is not editable after the settings have been created.
    Assign static risk free rate

    You have two options for assigning the risk free rate— you can specify a static number or use an index. If you select Assign static risk free rate, enter the rate. You can specify up to two decimal places for the static risk free rate.

     

    This field is not editable after the settings have been created.
    Assign index as risk free rate

    You have two options for assigning the risk free rate—you can specify a static number or use an index. If you select Assign index as risk free rate, choose your index from the list.

     

    This field is not editable after the settings have been created.
    Allow series over partial periods

    Select this check box if you want to allow a time series to use partial return periods.

     

    This field is not editable after the settings have been created.
    Minimum number of accounts to calculate dispersion

    Enter the minimum number of observations that you want Tamarac Reporting to use for the dispersion calculations.

     

    This field is not editable after the settings have been created.
    Number of required observations

    Enter the minimum number of observations that you want Tamarac Reporting to use for the analytics calculations.

     

    This field is not editable after the settings have been created.

  1. Click Save.