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Why Your Investment Strategy Benchmark Matters

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What if I told you that I am a superior investment manager who’s had fantastic results: Last year my clients averaged a 2% return. That doesn’t sound that great — unless it’s 2009. In that case, my clients made money during one of the worst financial crises we’ve ever seen.

Without the proper context, it’s hard to gauge the success of your investment performance return. That’s why all portfolio strategies should have an appropriate benchmark against which you can evaluate them.

Benchmark basics

Think back to your high school science class. When you did an experiment, you always did a “control” test first. That was so you had a constant to compare different outcomes against. A benchmark acts in the same way.

Investment managers look for...

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