Bundy: ‘Benchmarks help tell stories about markets’
Morningstar’s Ron Bundy discusses speed of trust, the challenge of indexing private markets and working to meet clients’ more thematic ‘strategic beta’ needs
Benchmarks
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FCA to examine how much investment managers are paying for benchmarks
UK regulator to launch market study into indices and credit ratings industries
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AJ Bell highlights benchmark shortcomings in value for money assessment
AJ Bell Global Growth fund is the only product assessed to underperform its IA peers
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FCA highlights benchmark manipulation scandals as it extends SMCR
Libor administrator among firms where executives will now face a higher degree of accountability
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Dynamic Planner launches MSCI benchmarks for risk-targeted portfolios
Ben Goss says comparing performance to cash or the FTSE is not good enough
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Are new EU climate benchmarks fit for purpose?
EU guidelines on how firms report climate information could help eradicate greenwashing
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‘A global systemic issue’: the risks of modern slavery
Fund firms are seeking to employ benchmarking tools to spot companies lagging behind
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Lindsell Train bags £3m fees on bond benchmark
Lindsell Train has defended its use of a government bond benchmark for its eponymous investment trust as it rakes in £2.8m in performance fees.
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Fidelity investment trust index switch coincides with fee changes
Fidelity Japanese Values has become the first investment trust run by the asset manager to adopt its variable management fee model, but has also announced plans to switch to a poorer performing benchmark.
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Researchers launch IHT portfolio index
Portfolios targeting inheritance tax mitigation have a new benchmark.
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RIP benchmarking; all hail allocation
The overabundance of indices will put an end to the industry’s obsession with beating benchmarks and give allocation its place in the sun, according to Alliance Bernstein.
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PA ANALYSIS: It is time for active managers to leave benchmarks behind
Benchmarks are a vital part of the asset management sector. Funds are measured against them, bonuses worked out in relation to them and entire sectors of the industry predicated upon them. But, if recent trends are extrapolated outwards, the days of the benchmark in its current form should be numbered.