Category: Benchmarking

Category: Benchmarking

Objectively Evaluating Your Investment Adviser

Several survey respondents have posted comments and questions about evaluating their investment adviser. One respondent asked, “For those actively using investment advisers, [I’d like to know] how satisfied are you with the quality of service you receive?”
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Why You Need a Portfolio Benchmark

Less than half of nonprofits polled in the Study On Nonprofit Investing (SONI) indicated that they have a formal portfolio benchmark, which identifies their portfolio’s performance expectation, outlined in their Investment Policy Statement.
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