The Investment Management > Model Center tab provides a location for you to browse models available within the platform that can be used to create Target Portfolios.

Navigation Controls

In addition to Standard Grid Controls, the following controls available to navigate and locate information about your Target Portfolios:

Search and Filter

The Model Center contains a robust search and filtering engine to help you narrow down what you are looking for. See Model Center Searching and Filtering for full details.

Set and Show Favorites

Any model in the model center can be bookmarked as a favorite by clicking at the start of the model’s row. To remove a favorite, click to toggle back.

Once you have favorites set, you can use the Favorites toggle in the upper right to show only those models you have marked as favorite.

Expanded/Compact View

Click and to toggle the grid between compact and expanded view, controlling the amount of white space in each row.

View Model Details

Click any Model name to view the details page for the model.

Common Tasks

The following tasks can be started from the Model Center tab:

• Create Target or Build Portfolio
• Export Models to CSV