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Customize Terminology for Managed/Unmanaged Assets

When you create unmanaged assets, Tamarac defaults to labeling them Managed Assets and Unmanaged Assets. If you want, you can change the terminology used in your reports. For example, you may prefer to change the default terms Managed Assets and Unmanaged Assets to Supervised Holdings and Unsupervised Holdings.

To do this, on the Setup menu, click System Settings. You can type your terms in the Managed/Unmanaged Asset Labels section. After you've entered your terms, you'll see a preview of the names as they'll appear on reports.

Your changes will be shown on the following reports (both PDF and dynamic, but not bulk reports):

• Amortization and Accretion

• Asset Allocation

• Bond Analysis

• Committed Capital

• Comparative Review

• Holdings

• Position Performance

• Projected Income

• Summary

• Summary by Category

For more information about marking securities as unmanaged and how reports display unmanaged assets, see:

• How Reports Handle Unmanaged Assets
• Exclude Cash or Other Securities from Performance
• Exclude From Performance/Exclude ALL Securities From Performance