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
- Go to Holdings in Visualizer
- Download an extract of Holdings

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

- Fill out the rest of the UL file according to the instructions in orange text.
- 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.
