Practical analysis for investment professionals

benchmarks


“Alpha-Flation”: A Private Market Syndrome

Why does investing in the "average" private market fund seem to go so poorly?

Benchmarking Has Become Circular

Benchmarking a company against its peers tends to be the quickest path to mediocrity.

Institutional Portfolio Benchmarks: Slow Rabbits?

When it comes to their benchmarking practices, US public pension funds need to find faster rabbits to chase.

The Short, the Index, and the Private Markets

There is no valid benchmark for the unlisted private equity sector. That needs to change.

Top Five Articles from August: The Market in Wartime, Sam Zell, Fund Names

Leading posts from August include Preston McSwain's call for more honest and accurate fee disclosures and performance reporting; an examination of Sam Zell's take on the economy by Julie Hammond, CFA; tips on how to ace job interviews by Julia VanDeren; Will Ortel's exploration of what's in a hedge fund name; and an analysis of capital markets during times of war by Mark Armbruster, CFA.

Do Index Fund Portfolios Live Up to Expectations?

Are investors expecting more than index funds can deliver?

Beat the Field by Shooting Par

"What if, instead of trying to beat the market, investors focused on outperforming other investors by earning investing’s equivalent to par?" asks Dougal Williams, CFA.



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