Investment Benchmarks

How can fiduciaries use them effectively?

  Investment advisors frequently state that the performances of various subsets of investments have met, exceeded or fallen short of their benchmarks. These statements may seem useful to an institutional or individual investor. But, many trustees and beneficiaries may find these statements irrelevant or of little value. Trustees, however, can use appropriate benchmarks in an informed, deliberate manner if they understand their benefits and limitations. Mindful of prudent investor ...

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