|
AFP Audio Library
|
Choosing the Appropriate Investment Benchmark
|
Members:
|
$75 |
|
Non-Members:
|
$150 |
|
CTP/CCM Credits:
|
2 |
|
Speaker:
Mr. John E. Villela
Analyst, Longfellow Investment Management Company
Mr. James A. Robertson, Jr., CTP
Director, Corporate Finance, VeriSign Inc.
Description:
Establishing a benchmark for your investment portfolio provides money managers with a standard that accurately reflects your investment goals and objectives. Learn which steps will help you communicate your investment parameters, and set a benchmark that satisfies both you and your investment manager.
Learning Objectives:
Learning Objectives
- Define your portfolio goals
- Identify available indices
- Compare portfolio performance against index performance
|
