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Customized Benchmarks

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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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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.
Performance allows investors to compare the performance of their investment managers with customized benchmarks.
 
 
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