Tag: benchmarks

Asset Allocation June 29, 2026

How to Reduce Global Equity Concentration Risk by Region, Sector and Strategy

CIO interviewed Jared Gross of J.P. Morgan Asset Management on his recent paper about using ETFs to rebalance away from benchmark-related overexposures.

Asset Allocation February 27, 2026

The Big Shift

How consolidation and other forces changing the asset management industry are affecting different categories of institutional asset allocators.

Opinion August 27, 2025

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.

Opinion August 25, 2025

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.

Asset Allocation August 18, 2025

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.

Asset Allocation August 1, 2025

Fixed-Income Benchmarks Become More Customized

Technology, data collection and better funded statuses have asset owners rethinking traditional benchmarks.

Asset Allocation August 1, 2025

Data, Custom Indexing Reshape Public Equity Portfolios

Investors are increasingly seeking to customize their investments to their specific mandates.

Alternatives August 1, 2025

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 October 27, 2023

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.