eMoney Market Index Data Update Coming May 18

The market index data in your eMoney application will be updated on May 18 with the latest data from Q1 of 2018.

As part of this update, we’ve made additional changes to the names of some indices to accommodate Citi/Citigroup’s rebranding to FTSE.

Please see below for the full list of indices that were impacted by this update.

  • Citi World Gov Bond Index -> FTSE World Gov Bond Index
  • Citigroup 3-month Treasury Bill Index -> FTSE 3-month Treasury Bill Index
  • Citigroup 1 Month U.S. Treasury Bill Index -> FTSE 1 Month U.S. Treasury Bill Index
  • S&P/Citigroup 500 Value -> S&P 500 Value
  • S&P/Citigroup 500 Growth -> S&P 500 Growth

If you’d like your model portfolio growth rates to be calculated based on the latest data, follow the steps below.


If you’d like your model portfolio growth rates to be calculated based on the latest data, follow the steps below.

To update the market indices across all clients:

  1. Select More, then Investment Assumptions
  2. Click the Model Portfolios link on the left
  3. Select the Market Indices tab
  4. Choose the Market Indices tab, then Compare/Update Indices
  5. Select either Update Advisor Assumptions or Update All My Clients

redo-market-index-update-v2


To update the market indices for a single client:

  1. Select the client
  2. Click Facts, then select Advanced
  3. Go to Assumptions, then Investment
  4. Choose the Market Indices tab, then Compare/Update Indices
  5. Select either Update This Client Only or Update All My Clients

update-single-client-indicies


If you have any questions regarding this process, feel free to send us an email or give us a call at 888-362-8482.

 

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.