Index Configuration

Before applying the index to retirement, it must first be configured. The information below discusses the various configuration options for an index.

Note:At the writing of this document TRAK includes 16 Wilshire indexes. For enterprise licensing the indexes can be fully customized. Contact, or phone 503-831-1111, for additional information.

The Index Configuration tab is discussed in five different sections:

1.Index Definition,

2.Historical Index,

3.Accumulation Chart,

4.Accumulation Grid, and


Each item is discussed below.