Customized benchmarks

Customized benchmarks

A benchmark that is designed to meet a client's requirements and long-term objectives.

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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The customized benchmarks allow plan sponsors to more accurately gauge the performance of a liability-driven investment (LDI) program by measuring a plan's assets against the fair market value of its obligations over a period of time.
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.
Utilizing its proprietary quantitative investment process and extensive experience in customized benchmarks, Northern Trust will construct portfolios that will minimize the tracking variance caused by the elimination of the divested stocks in "Sudan-free" versions of the following indexes:
70% of all Pension Plans, Representing $40 Trillion, Forecast to Use Customized Benchmarks by 2009, Says TABB Group
Demand for performance fees and customized benchmarks are on the rise, from both institutional and individual investors willing only to pay for outperformance.
To address this, the Scorecard (SM) System uses customized benchmarks to measure each fund, identifying the "best fitting" benchmark, weighted across a selection of industry accepted third party indices.
Sylvan provides the ability to combine a wide range of market indices to create customized benchmarks.
The Author of this study maintains a database of retail Ethernet market/customer contract prices that contains accurate and up-to-date information, which allows us to publish off-the-shelf industry pricing reports as well as comparing client service pricing against the database for customized benchmarks.
Also, these quarterly performance reports can be customized to include historic client performance and economic and market data, as well as customized benchmarks for performance comparisons.
Using the system, the supermarket chain will be able to access real-time meter data, current energy use, historical energy use, current energy cost, historical energy cost, interactive graphs of energy, demand and cost, as well as customized benchmarks.

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