More Transparency on Benchmarks Used for Calcs
Under Consideration
Requested by Bobby Milano - Alliance Bernstein $TBD
This comes up a lot with asset management clients. They always ask the question of what benchmark is being used and I direct them to the Financial Glossary to view the table.
Wondering if there's a way we could make it a bit easier on our users and include a little "i" with the table of the benchmarks/asset classes similar to what we do for more detail on metrics.
I like this idea
Requested by Danan Kirby and Matt Seiter at Thornburg $57.6k
This is a constant issue that I have to explain, but I'm sure a lot of guys are using the data without being able to give a proper answer of how the data is calculated to the FAs they're working with. None of them know to look to the financial glossary to figure out what benchmarks we use - I don't even think the majority of the metrics contain the broad asset class benchmark table.
"Hi Guys,
I’ve had a few discrepancies pop up with Y Charts as it pertains to upside/downside captures. I had a conversation last week about American Balanced with an FA. Y Charts shows their upside/downside much worse than the American Funds website. The FA mentioned that Morningstar has been scrutinized lately for reporting inaccurate capture ratios. Have you heard anything about this. Then today, I was with another FA. We were talking about DW and he asked what the capture ratios were compared to Goldman and Delaware. I’ve attached a screen shot from White Sheets compared to Y Charts. Any idea why these numbers would be so different?
Thanks for your help.
Matt"
Would it be possible to post the table of broad asset class benchmarks we use to the little info or "i" icon that shows up next to the respective metrics?
Requested by Danan Kirby and Matt Seiter at Thornburg $57.6k
This is a constant issue that I have to explain, but I'm sure a lot of guys are using the data without being able to give a proper answer of how the data is calculated to the FAs they're working with. None of them know to look to the financial glossary to figure out what benchmarks we use - I don't even think the majority of the metrics contain the broad asset class benchmark table.
"Hi Guys,
I’ve had a few discrepancies pop up with Y Charts as it pertains to upside/downside captures. I had a conversation last week about American Balanced with an FA. Y Charts shows their upside/downside much worse than the American Funds website. The FA mentioned that Morningstar has been scrutinized lately for reporting inaccurate capture ratios. Have you heard anything about this. Then today, I was with another FA. We were talking about DW and he asked what the capture ratios were compared to Goldman and Delaware. I’ve attached a screen shot from White Sheets compared to Y Charts. Any idea why these numbers would be so different?
Thanks for your help.
Matt"
Would it be possible to post the table of broad asset class benchmarks we use to the little info or "i" icon that shows up next to the respective metrics?
Patrick Verdon at John Hancock - $181,200
"Hi Kyle,
Hope you had a great Holiday. I have a quick question – when I am creating a comp table, will the investments I add pull the data (i.e., 3 yr alpha) from the funds prospectus benchmark or is there a way to set up a custom bench to pull the data off?
Thanks,"
Patrick Verdon at John Hancock - $181,200
"Hi Kyle,
Hope you had a great Holiday. I have a quick question – when I am creating a comp table, will the investments I add pull the data (i.e., 3 yr alpha) from the funds prospectus benchmark or is there a way to set up a custom bench to pull the data off?
Thanks,"
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