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MFDF Webinar: Benchmark(s): A Necessity, a Standard, or an Absolute?

Benchmarks, like world records, are made to be beaten, and yet approximately half of all assets flow to funds that seek to match, rather than exceed a benchmark? Join

Paul Ellenbogen, Vice President, US Regulatory and Compliance,  of Broadridge Financial Solutions, Inc. as he considers the following topics:

  • Index funds typically seek to match a benchmark, after expenses, but due to securities lending and tracking error, not to mention zero cost funds, old formulas may no longer apply
  • Do benchmarks need benchmarks? Strategic or ‘smart’ beta funds track proprietary benchmarks, yet imply that their returns will somehow exceed “the market.”
  • What about risk? How do traditional measures of risk combine with index returns to produce “performance?”
  • Not all benchmarks are equally “hard to beat.” Are boards right to consider degrees of difficulty?
  • How much different is good?  The truism that you can’t beat a benchmark by following the benchmark is valid, but how much variance is necessary or tolerable?
This webinar will broadcast live from 2:00 to 3:00 pm Eastern Time on Wednesday, February 5, 2020. Register online


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