Benchmarks

  • PA ANALYSIS: The Bats indices launch is shrewd move

    PA ANALYSIS: The Bats indices launch is shrewd move

    Bats Europe’s launch of a set of indices to rival the famous FTSE range may well turn out to be a very shrewd move which works out well for Bats and helps investment firms’ bottom line.

  • FTSE indices face new industry backed rival

    FTSE indices face new industry backed rival

    Bats Europe is launching a rival offering to the FTSE benchmarks service relied upon by the United Kingdom’s investment industry.

  • Beware the benchmark, says TOBAM fund manager

    Beware the benchmark, says TOBAM fund manager

    Money has flooded into benchmark-tracking exchange traded funds as investors chase low-cost access to major asset markets.

  • Confidence key  IMA

    Confidence key IMA

    Investment management should sit at the heart of pensions delivery, argues the IMAs Jonathan Lipkin.

  • Rathbone reviews benchmark

    Rathbone reviews benchmark

    The Rathbone Strategic Growth Portfolio benchmark has been reviewed in order to protect its risk target against a backdrop of fixed income low yield.

  • beware the benchmark huggers

    beware the benchmark huggers

    It has likely happened with a fund you’ve held. An underperforming manager, be it due to his out-of-favour style or poor decision-making, is tapped on the shoulder by his CIO and told to take off all his relative bets – much to your detriment.

  • pa analysis get rid of benchmarks

    pa analysis get rid of benchmarks

    A combination of investors' awareness of the weak economic environment they are operating in, their desire for more absolute and less relative portfolios, and various regulatory changes are pushing us slowly towards, at last, putting investor goals as the ultimate benchmark.

  • time to get behind apcims

    time to get behind apcims

    APCIMS has come a long way in the past year, so why for some does it still represent the industrys stuffy stock broking past rather than its modern multi-asset future?

  • apcims drops global equities index

    apcims drops global equities index

    APCIMS is to drop the FTSE representative index it uses for global equities as part of an overhaul which could see further changes in the way it tracks bonds and alternatives.