Pull in secondary prospectus benchmark for funds
Validated
Requested from Peak Financial ($3,840). This firm has led to many deals for us because of their "Fee Structure" excel template. One workflow that has been time consuming has been them wanting to use the "Secondary Benchmark" that Morningstar provides on their website. These are usually more specific benchmarks to funds. We do receive this in our benchmark API file, so it would just have to be pulled in as a infofield. Additionally, with us just adding many indices, it might make sense to do this right now since we will have many more of the secondary benchmarks available to use.
I like this idea
Example of where we have this data:
http://api.morningstar.com/v2/service/mf/gzfu1br2rcxxmhsg/mstarid/F00000WDGK?accesscode=bmxxh577vol8ne4h9v0d6wvchy4alhiu
I'm not sure why both indices are listed as 100% weight though...
I see value in bringing in the secondary benchmark as an info point, especially as we add the ability to blend indices in model portfolios. Having sensible weightings would certainly be helpful too though.
Example of where we have this data:
http://api.morningstar.com/v2/service/mf/gzfu1br2rcxxmhsg/mstarid/F00000WDGK?accesscode=bmxxh577vol8ne4h9v0d6wvchy4alhiu
I'm not sure why both indices are listed as 100% weight though...
I see value in bringing in the secondary benchmark as an info point, especially as we add the ability to blend indices in model portfolios. Having sensible weightings would certainly be helpful too though.
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