So you think your investments are doing well, or perhaps you think they are performing poorly. But compared to what?
In this episode, Thom Guidi, CFA, explains what a benchmark is and shares some examples. He also talks about why it’s important to review your performance compared to benchmarks.
Thom shares more about:
- Why benchmarks are important
- What types of benchmarks Foster & Motley uses and why
- Foster & Motley’s approach to performance presentations
- And more
Resources:
Connect With Thom Guidi:
- info@fosterandmotley.com
- 513-561-6640
- Foster & Motley
- LinkedIn: Thom Guidi
- LinkedIn: Foster & Motley
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