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.
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.
Contact HORAN for a customized benchmark survey based on industry, region and business size.
The firm also provides compensation consulting services for firms looking for customized benchmark data analysis.
These strategies encompass core, limited maturity/duration, multi-sector mandates and customized benchmark blends.
In May, customized benchmark reports (CBRs) were made available to survey participants.
PFM's Emerging Manager Program Composite continues to consistently top the performance of the 80:20 Russell 3000/Barclays Capital Aggregate customized benchmark.
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.
Once the study closes, study participants will receive a customized benchmark report that compares their operations with those of their relevant peer group, as well as with all other participants.
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.

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