BENCHMARK News & Analysis

If you’re evaluating your portfolio, make sure you’re using a benchmark that reflects what you’re actually trying to see.

Simple benchmarks help keep fast-footed fund managers honest. 

Using benchmarks are an ineffective way to track your portfolio performance unless your entire approach is built around indexes, writes Morningstar's...

The start of a new financial year is a good time to take a fresh look at your portfolio and your investment plan.

Statistics reveal that some active managers are simply following an index and charging fees for services they don't deliver, writes Van Eck's Arian...

Investors often review performance against a designated benchmark, but this can result in a biased comparison - so how should you determine...

Successfully chasing yields while avoiding 'dividend traps' can be tricky for investors, but there are tools that can help.

Champions of a concentrated portfolio approach argue that a high-conviction style is required to beat the benchmark.

Data suggests the worst of the share market declines are behind us, but a final bottom in the market could still be weeks or months off, according to...