Why benchmark selection is a form of client communication

Research output: Contribution to specialist publicationArticle


Many advisers use collective investment funds for their clients’ investment needs. In
many cases, these are managed relative to some stated benchmark index, although
others may have “cash-plus” or absolute return targets. Equally client portfolios may be measured against indices (or composite indices) adjudged to represent their
investment needs and risk profile.

This article explores some requirements for the selection of suitable benchmark
indices and outlines how advisers can be on the alert for some fund management
practice where published benchmarks can be misleading to investors.
Original languageEnglish
Number of pages4
Specialist publicationDISCUS (Discretionary Investment Services Coming Under Scrutiny) platform article
Publication statusPublished - 21 Jun 2018
Externally publishedYes

Bibliographical note


ASJC Scopus subject areas

  • Economics, Econometrics and Finance(all)


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