Editing or Retiring a Metric

1.  To edit a Metric currently aligned with an investment, navigate to the Component to which the Metric is assigned.

• From the Portfolio menu, select 'Components' and filter on the desired Investment.

• Select desired component from the returned list.

2. Select the Metrics tab on the Component page and filter on metric to be edited.  

• Click on the desired metric. 

• Click 'Edit Performance Metric' option at the top of the screen. 

3. To retire a metric, scroll down to the bottom of the screen and slide the 'Is Metric Retired' Toggle over to 'Yes'. (Skip this step if metric is not set to retire.)

• Once all information has been edited, select 'Save'.