The choice of benchmark can greatly influence decisions throughout the investment process. Don’t limit yourself to standard indices, but create your own blended benchmarks.

A benchmark is a standard or a point of reference against which the performance is measured. The choice of benchmark may have great impact on decisions in the investment process.

There are many single index benchmarks available in our fund tearsheet production application. However, even though benchmark indices have been created across all types of asset classes they may not always be the most appropriate tool.

Use ETFs or stocks to create blended benchmarks

That is why our fund factsheet software makes it easy to create blended benchmarks and use them in fund performance reports. Blended benchmarks allow our clients to easily combine any number of programs and other investment instruments. It is possible to combine multiple market indices as well as stocks, ETFs, or managed futures funds.