Friday, August 29th, 2025 ⁠A topical newsletter from CIO Custom Benchmarks and Performance Management Technology, data collection and increasingly specialized strategies give institutional investors opportunities and challenges when managing and measuring portfolio and manager performance. SPONSORED AD Asset Allocation Fixed-Income Benchmarks Become More Customized Technology, data collection and better funded statuses have asset owners rethinking traditional benchmarks. Asset Allocation Data, Custom Indexing Reshape Public Equity Portfolios Investors are increasingly seeking to customize their investments to their specific mandates. Alternatives Measuring Hedge Fund Performance Has Its Limitations Benchmarks are a key part of the discussion as investors look for ways to quantify the funds’ contributions of different exposures to generate returns. Asset Allocation AI Already Informs Indexing, Portfolio Management Those waiting for artificial intelligence to arrive should wait no longer: Investors use it regularly in building data-informed portfolios. Opinion A Holistic Evaluation of Custom Solutions Using a holistic value measurement framework is an important evolution when evaluating the performance of an outsourced investment provider, writes an executive from Chestnut Advisory Group. Opinion Why Benchmark Choice May Be the Most Strategic Investment Decision Two leaders from CEM Benchmarking offer insights on how benchmark selection strategy can shape investment performance outcomes. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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