Institutional investors often base portfolio evaluations on benchmark comparisons which offer valuable perspective. However, over-reliance on benchmark measures, particularly over short periods, can lead to additional portfolio and investment modifications, as investors and their advisors overreact to the implicit signals from this type of analysis. It is important to carefully consider how to approach performance evaluation and the application of portfolio benchmarks. 

Read the paper to learn why benchmarking is important, but not the only data investors should use to measure performance. This paper covers:

  1. Applying the correct time horizon
  2. Understanding what is being measured
  3. Strategies for appropriately applying benchmarks
Download the full paper


Tom Harvey, SEITom Harvey
Senior Director, Strategic Advice

Kevin ChriskeKevin Chriske
Senior Client Portfolio Manager

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