Benchmarking means following a systemized process to analyze the allocation, risk, and return of a given portfolio or a company-sponsored retirement plan. It is the basis for standard analysis and one of the most overlooked steps in investment or 401k management. In this webinar, we will discuss how to use a variety of benchmarks to understand how a portfolio measures in terms of allocation, risk, and return characteristics compared to peers, indices, and market segments. While the S&P 500 index is often the benchmark for equities, it certainly does not tell the whole story. For plan sponsors or fiduciaries, investment monitoring is a legal duty.


Attendees will learn how to:

• Measure investment volatility and manage risk


• Compare and quantify risk-adjusted returns


• Understand core benchmarks beyond S&P 500 and US Treasuries


• Identify the competitive advantage and value of benchmarking


• Engage the right team for consistent and focused portfolio analysis and monitoring