Portfolio Groups › Remove Child Portfolio Associations

Remove Child Portfolio Associations

At any point during your portfolio analysis, you can disassociate, or remove, a child portfolio from the parent portfolio. This does not delete the child portfolio.

To remove a child portfolio

1. Click Portfolios from the Portfolio Management main menu.

   The Portfolios page appears.

2. Select the name of the parent portfolio.

   The Portfolio Scenarios page appears.

3. Click the Properties tab.

   The Portfolio: Properties page appears.

4. Click Child Portfolios from the Properties content menu.

   The Portfolio Properties: Child Portfolios page appears.

5. Select the box next to the portfolio you want to remove.
6. Click Remove.

   The portfolio is no longer associated with the parent portfolio.