ALERT: Data Search: Model SI Data

Use the page to search for information about model-level settlement instructions and to download results to Excel. You can either search for your own instructions or for a third-party's instructions. This third party could be another investment manager whose instructions you administer, or it could be the your counterparty broker whose delivery instructions you wish to see.

1. Select Data Search > Model SI Data from the Utilities menu.
2. On the Data Search - Model SI page, enter an acronym (required) in the Model Owner field or search for one:
   1. Select a model. If you do not select a model, ALERT returns results for all models.
   2. Select County, Security, and Method filters to narrow results.
   3. Click Search. ALERT returns a list of model-level settlement instructions that match the search criteria.
3. Click the Save to Excel icon.

4. Enter a unique name for the report and click OK.

   ALERT sends you an email when the report is ready.

5. Retrieve the report on the Reports Run page.