Skip to content
English - United States
Contact us
  • There are no suggestions because the search field is empty.

How to Classify a Custom Security?

Custom Security Classification will let you manually classify your custom securities so they can be included in model portfolio allocation and exposure data. 

You will be able to specify different data points for your custom security based upon which Broad Asset Class is chosen:

  • Cash
  • Stock
    • Region > Market Cap > Stock Sector > Stock Style
  • Bond
    • Region > Bond Sector > Maturity > Credit Quality
  • Convertible
    • Region > Bond Sector > Maturity > Credit Quality
  • Preferred
  • Other
    • Region

All of these fields are optional; you are not required to select any of them. The default setting for all custom securities will be to assume the Broad Asset Class is “Other” and all other fields will be null.