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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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.
70% of all Pension Plans, Representing $40 Trillion, Forecast to Use Customized Benchmarks by 2009, Says TABB Group
As such, Sussman claims, by 2009 nearly 70% of all pension plans representing $40 trillion AUM will be using customized benchmarks, which will create more sophisticated investments as pension plans are exploring different views on asset allocation and portfolio construction, examining risk-adjusted returns, complex correlations and liability matching.
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.
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.
A new averaging function allows the user more flexibility in creating customized benchmarks for the stocks they monitor.
The ability to measure portfolio performance against a customized benchmark is fundamental in gauging the success of a client's financial strategy," said L.

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