In this book, the author draws from finance, psychology, economics, and other disciplines in
business and the social sciences, recognising that personal finance and investments are …

In geodetics, a benchmark is a plaque embedded in rock or soil to show the precise latitude,
longitude, and altitude of a given location. That the term “benchmark” has been extended, as …

This multi-faceted analysis of institutional investment defines fiduciary finance institutions as
the third pillar of the financial system, alongside banks and insurers. It documents the role …

INTRODUCTION he Oxford English Dictionary deines a benchmark as “a standard or point
of reference against which things may be compared.” In an investments context, a …

The performance of any retirement plan needs to be gauged against an appropriately
chosen benchmark. We explain the importance of making transparent the risks taken in …

Australians have over $1 trillion invested in fiduciary products such as pension funds (ABS,
2006a). Since the early 1980's, the policies of successive governments have compelled …

This study compares the returns of equal weighted indices versus market capitalization
weighted indices. It compares the S&P 500 market weight index with the S&P 500 equal …

This thesis is a collection of essays that explore current theory and practice in respect of
benchmarks for alternative asset classes. A benchmark is required in order to measure and …

Gli investimenti indicizzati stanno assumendo un ruolo sempre più rilevante nell'industria
del risparmio gestito. Di pari passo è cresciuta l'importanza che ricopre la scelta degli indici …

Appropriate domestic large-cap equity benchmarks may play a key role in the performance
of a plan's overall portfolio. For many plan sponsors, the greatest allocation to a single asset …