{"id":5648,"date":"2014-07-09T00:00:00","date_gmt":"2014-07-09T05:00:00","guid":{"rendered":"https:\/\/institutionalinvestorsecuritiesblog.blawgcloud.com\/2014\/07\/some_advisers_choose_alternati"},"modified":"2022-03-11T13:33:35","modified_gmt":"2022-03-11T19:33:35","slug":"some-advisers-choose-alternati","status":"publish","type":"post","link":"https:\/\/www.investorlawyers.com\/blog\/some-advisers-choose-alternati\/","title":{"rendered":"Some Advisers Choose Alternative Investments Using Poorly Suited Benchmarks, Says Morningstar"},"content":{"rendered":"\n

According to a survey issued by Morningstar Inc., financial advisers may be using the wrong benchmark when evaluating and choosing alternative investments. The research firm and Barron\u2019s magazine questioned 301 advisers and 372 institutional investors<\/a>.<\/p>\n

Right now, the most popular way that advisers assess their investments\u2019 performance is with a standard benchmark index and not by measuring performance against customized benchmarks, competitor funds, or risk-adjusted analysis. While about 25% are using the Russell 2000, the S & P 500, or similar benchmarks, the rest of those who were surveyed work with different methods.<\/p>\n

Now, however, there are industry executives and analysts who are saying the index benchmarks are not up to the job of assessing the funds\u2019 performance. Alternative investments typically employ different strategies and may have distinct goals.<\/p>\n

Continue Reading \u203a<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"

According to a survey issued by Morningstar Inc., financial advisers may be using the wrong benchmark when evaluating and choosing alternative investments. The research firm and Barron\u2019s magazine questioned 301 advisers and 372 institutional investors. Right now, the most popular way that advisers assess their investments\u2019 performance is with a standard benchmark index and not […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":""},"categories":[4043,3781],"tags":[],"class_list":["post-5648","post","type-post","status-publish","format-standard","hentry","category-alternative-investments","category-investment-advisers"],"yoast_head":"\nSome Advisers Choose Alternative Investments Using Poorly Suited Benchmarks, Says Morningstar — Investor Lawyers Blog — July 9, 2014<\/title>\n<meta name=\"description\" content=\"According to a survey issued by Morningstar Inc., financial advisers may be using the wrong benchmark when evaluating and choosing alternative — July 9, 2014\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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