How to Add Exposure Proxies in a Portfolio

Exposure proxies allow you to add allocation data to portfolio holdings that do not inherently include it, such as indices. Using exposure proxies helps you generate a more comprehensive and accurate view of your portfolio’s overall allocation. Exposure proxies can be added to Model Portfolios and Benchmark Portfolios. 

You can add exposure proxies to fill exposure data in for your portfolio by:

1. Editing the portfolio
2. Selecting Advanced Portfolio Settings
3. Selecting the checkbox next to Exposure Proxy
4. Selecting Edit Items on the right side
5. Searching for the proxy next to the holding name
6. Selecting Update on the right side after naming all of the required proxies
7. Saving the portfolio