Comparing investment performance
At the moment, when analysing existing plans we use FE Analytics to build a graph of performance since inception (or earliest data) based on the current portfolio and discrete calendar performance and we do the same against the recommended portfolio.
Recently, a technical specialist from a provider told me that the FCA wants a comparison of 1,3,5 and 10 years performance rather than calendar discrete - but I cannot find anywhere that backs this up. They suggested we show both - what we are doing plus the 1,3,5 and 10 year comparison but I think that's too much!
What does everyone else do?