A Chat About Benchmarks with Thom Guidi, CFA

A Chat About Benchmarks with Thom Guidi, CFA

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:

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