Indexing Methodologies Get Creative

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Benchmarking Your Benchmarks

Mid-cap growth returned 28.7% in 1999—or was it 67.3%? It all depends on which major index you look at. If a 3,860-basis-point differential is a little hard to take, maybe you should not only benchmark your investments, but benchmark your index against its peers.

Do Your Clients Deserve Better Than the S&P 500?

As a benchmark, the S&P 500 has a lot of problems, particularly in light of the prolonged market downturn. Maybe your clients would feel better—and your investment performance look better—if you chose a different metric.

The Problems With Equity Indexes

Equity indexes often hide as much as they reveal.

Understanding Peer Group Rankings

Using peer groups to rank your money managers is so last century. Instead, evaluate performance with simulated peer groups that show you where your manager really ranks on the skill-vs.-luck spectrum.