To begin, please download the UL file to make bulk changes to Asset Class, Sub-asset Class or Country classifications. Thereafter please follow the step-by-step guide below to complete the exercise.

https://docs.google.com/spreadsheets/d/17eIukXp2_Fq0o4Vk6ldBH82wZr7gBVGT/edit?usp=sharing&ouid=104630644102699959517&rtpof=true&sd=true

  1. Go to Holdings in Visualizer
  2. Download an extract of Holdings

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  1. Filter for holdings for which changes are required
  2. Under Column D, copy the tickers into Column C of the UL file.

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  1. Fill out the rest of the UL file according to the instructions in orange text.
  2. If you have Engine access, you may upload the completed UL file to Engine under ‘Canopy UL File Upload’. Otherwise simply send it to [email protected] to request for assistance to upload to completed UL file.

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