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Investment Benchmarking: Driving Better Outcomes

INVESTMENT BENCHMARKING: DRIVING BETTER OUTCOMES

Cost Free
Presentation Length 1.5 hours

Recorded DateAugust 10, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Benchmarking means following a systemized process to analyze the allocation, risk, and return of a given portfolio or a company-sponsored retirement plan. It is the basis for standard analysis and one of the most overlooked steps in investment or 401k management. In this webinar, we will discuss how to use a variety of benchmarks to understand how a portfolio measures in terms of allocation, risk, and return characteristics compared to peers, indices, and market segments. While the S&P 500 index is often the benchmark for equities, it certainly does not tell the whole story. For plan sponsors or fiduciaries, investment monitoring is a legal duty.


Attendees will learn how to:


  • Measure investment volatility and manage risk

  • Compare and quantify risk-adjusted returns

  • Understand core benchmarks beyond S&P 500 and US Treasuries

  • Identify the competitive advantage and value of benchmarking

  • Engage the right team for consistent and focused portfolio analysis and monitoring

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Terri McGray, president of Longevity Capital Management LLC, the Retire Right company, has over thirty-five years of experience in holistic retirement planning. Excellence isn’t just a goal—it’s the standard at the company she founded, Longevity Capital Management LLC. She and her highly specialized team don’t just help clients aim for retirement success; they redefine it. Their focus is sharp and their mission clear: to make retirement the pinnacle of one’s financial journey. Leveraging cutting-edge strategies and state-of-the-art technology, they deliver a unique holistic financial planning integrated with dynamic portfolio management to expertly guide CPAs and other busy professionals transition into retirement.

Mrs. McGray is more than a leader; she’s a champion of retirement success. As an educator, author of Retire Ready, and a sought-after speaker, she has taken the stage at the LA Accounting & Finance Show, CA HR Professional Conference, and numerous other prestigious venues across the U.S., addressing the national retirement crisis and the real challenges of achieving retirement success and solutions to drive positive outcomes.

About Our Presenter

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Longevity Capital Management LLC is an independent financial services firm built on over thirty years of experience helping individuals, families and business owners prepare for retirement and manage their financial future. Their advisors are seasoned specialists providing comprehensive asset management and financial services. If you have a specific service you need, including a second opinion or review of your current plan, they can provide a la carte services, as well.

Their mission is to create strong client relationships that stand the test of time, make a difference in their client’s lives and provide independent ideas.