Benchmarks and Risk-mapping CIPs. What do you do?

Hello All,

We are reviewing how to compare different portfolio/funds within our CIP. Do you have any suggestions for which multiple criteria we could use such as Volatility/peak to trough/OCF/past performance etc? Are these suitable or are there others that we should be considering?

What benchmarks have you been using against your different levels in your CIP? We have a range of 6 risk profiles.

Any of your thoughts would be appreciated.



Sign In or Register to comment.