Customized Benchmark

Customized Benchmark

Any benchmark designed by a broker, investment advisor, or a similar party that is tailored to meet the investment goals of a particular client.
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Organizations participating in the confidential People and Talent Benchmarking Survey receive a customized benchmark report detailing their performance against an aggregated set of relevant peers.
The firm also provides compensation consulting services for firms looking for customized benchmark data analysis.
com, or contact a UBA Partner Firm for a customized benchmark survey based on industry, region and business size.
Developing a customized benchmark can serve as a catalyst to analyze the company's financial models from a different perspective and determine if the investment strategies are properly aligned with product, corporate and the enterprisewide strategic plans.
These strategies encompass core, limited maturity/duration, multi-sector mandates and customized benchmark blends.
Envestnet's reporting system even offers the flexibility to create and assign customized benchmark blends or develop derived benchmarks at either the aggregated level or under advisor directed programs.
Since April 1, 2008, Fund performance has been tracked against a customized benchmark comprised of 50% JP Morgan Emerging Markets Bond Index Global Index ("EMBI-Global") and 50% JP Morgan Government Bond Index--Emerging Markets Diversified ("JP Morgan GBI-EM Diversified").
The alliance will enable managed care organizations to turn their claims data into useful information with customized benchmark data that can be used to identify potential cost-savings.
Currently, performance is tracked against a customized benchmark created by blending together two JP Morgan indices.
In addition to the presentation-quality PDF reports, participants received exclusive access to an online reporting tool that allowed them to create customized benchmarks and filter the data to see segmentations beyond the ones created for them.
We usually measure our benchmarks monthly, and since we have direct data feeds from electronic news and wire services, it's pretty easy to download market performance measures or to create customized benchmarks by taking bits and pieces of publicly available benchmarks - half of this benchmark or half of that benchmark.

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