Video

IDC Webinar: Board Oversight of Fund Performance Relative to Benchmarks and Peer Groups Archive Recording

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This webinar featured a robust discussion with industry experts and helped both newer and more experienced directors to:

  • Appreciate the rationale for a benchmark selection and why a fund’s portfolio structure may differ from that of the benchmark
  • Understand the reasons why and under what circumstances a fund’s returns will differ from that of a benchmark or peer group
  • Assess the ways portfolio managers have added value through active management
  • Analyze the effect of benchmark modifications or rebalancing on a fund’s portfolio structure and characteristics
  • Measure a fund’s risk, volatility, and other characteristics relative to a benchmark