Asset Allocation
Fixed-Income Benchmarks Become More Customized
Technology, data collection and better funded statuses have asset owners rethinking traditional benchmarks.
Tag: 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.
Research
CFA Institute Produces Plan to Gauge OCIO Performance
The framework, now out for comment, calls for extending GIPS to outsourced investment managers, with rules for things like fee disclosures and benchmarking.