We have a prospect with an IPS that has a CPI + 3% ROR Benchmark. I would like to be able to create a blended benchmark that shows that. How can I accomplish that in Orion?
We have a field in our Blended Benchmark app called “Target Return” which adds the return you enter in the field to the blended benchmark’s performance annually. In the scenario described above, you would build the blended benchmark for CPI and then enter “3” in the Target Return field.