Benchmarking Principles and Construction

White Paper

Kings Clothes

Without a plumb line you will never know if the wall is straight.

The evaluation of an investment manager requires tools for determining whether or not the manager took appropriate risk to earn the return needed in accomplishing the investor’s objectives. Without these benchmarking tools, no objective judgment about risk and return can be made. Without a plumb line it is impossible to know if the wall is straight.

In this guide, you’ll learn:

  1. How to judge whether your investment manager is as good as they claim to be.
  2. How to establish a fair and reasonable benchmarking process.
  3. How to solve the complicated issue of benchmarking “alternative” investments.

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We do what trustees should do, but don't know how

Anodos develops and maintains an investment governance process for trustees so that their fiduciary duties are fulfilled.