Typical Sources of Benchmarking Information Include

question 46

Multiple Choice

Typical sources of benchmarking information include

• A)willing rival firms.
• B)creditors,shareholders,and lobbyists.
• C)suppliers,distributors,customers,and partners.
• D)published reports and trade publications.
• E)all the above

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Definitions:

Excess Return

Excess Return is the return on an investment above the return of a benchmark index or risk-free rate of return.

Asset Classes

Broad categories of investments with similar characteristics and market behaviors, such as equities (stocks), fixed income (bonds), and real estate.

Total Excess Return

The overall return of an investment above the risk-free rate over a specified time period.

Bogey Portfolio

A benchmark used to evaluate a fund's performance by comparing it with a standard point of reference.