Portfolio 

Major Asset groups profiles & risks

However, financial professionals tend to leave out the benchmark when constructing or making changes to a portfolio, and use it only at the end of their asset allocation process to evaluate a portfolio’s performance.* By using the benchmark at the end of the process, opportunities to pivot and optimize the portfolio throughout the process are forfeited

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Your Investment Goals

Income/Yield 

Potential high return

High Volatility

Income/Yield 

Potential high return

High Volatility

Income/Yield 

Potential high return

High Volatility

Income/Yield 

Potential high return

High Volatility

Income/Yield 

Potential high return

High Volatility

Benchmarking 

first step in creating a stable portfolio

It serves as a tool for financial professionals to monitor the progress of investments, including projecting what returns their clients can expect to receive at the start of any time period and evaluating returns at the end of a set time period.

All investors should use a benchmark to manage portfolios often and early in the process

However, financial professionals tend to leave out the benchmark when constructing or making changes to a portfolio, and use it only at the end of their asset allocation process to evaluate a portfolio’s performance.* By using the benchmark at the end of the process, opportunities to pivot and optimize the portfolio throughout the process are forfeited

Three action items to get started

Start with a broad strategy


Begin by considering investments from the broadest perspective, evaluating stocks vs. bonds.

Then, narrow in on specific products and timeframes

What assets or asset classes should the performance of this portfolio be measured against?

Lastly, define your timeframe

What timeframe is appropriate — the next five years, the next full market cycle or the entire investment horizon?

Pick a benchmark that is the best fit

There are different types of benchmarks that help measure success and can be selected based on the investment approach.

Broad

Strategic Asset allocation

Tactical Tilts

Security selection

Measuring success

Relative to total

investible universa

Strategic

Tactical tilts

plus security selection

Measuring success

Relative to long-tern

neutral positioning

Security selection

Granular

Measuring success

in product selection

Progress

towards goals

Objective

Measuring success

versus a specific

outcome

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