If you add a new manager to the Investment Portfolio Module or need to reclassify a manager to a net asset that doesn't currently exist in your system, you can create a new ASSET CLASS by following the instructions below.

Go to ORGANIZE > INVESTMENT PORTFOLIO.

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Scroll down to ASSET CLASS and click on the green ADD button next to the field.
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Enter a name for your new asset class and click SAVE.
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Check the ASSET CLASS drop down to make sure the addition registered in your database.
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You may now begin to use your ASSET CLASS for new or existing managers.