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Bridge over ocean
18 October 2012 Multimedia

Fixed-Income Portfolio Benchmarks

Time for a Re-evaluation?

  1. Mike Zelouf, CFA

From the 2012 European Investment Conference

Mike Zelouf, CFA, discusses fixed-income portfolio benchmarks. Specifically, he explains why market-cap-weighted bond indices may not be good benchmarks and why alternative benchmarks do not solve all problems. He also details how to use dynamic benchmarking and benchmark separation in portfolio management.