Tag: Proteus Viewpoint

VIEWPOINT: Benchmarking Investment Performance

The seventh video in our Proteus Viewpoint video series, Benchmarking: Are Your Investments Performing Well? Watch the video and read the below Q&A. When it comes to investing, what is a common mistake people make? Often, the benchmark used to evaluate the performance of the funds is not appropriate. For fiduciaries, benchmarks play an important role in...

VIEWPOINT: Why Bother Rebalancing?

Why bother rebalancing?
The sixth video in our Proteus Viewpoint video series, Rebalancing: Don't Let the Market Dictate Your Asset Mix For further information, read the below Q&A. What is rebalancing? Rebalancing is the process of returning the overall investment allocation in an asset mix back to the pre-specified target as it deviates with market fluctuations. For example,...

Compliance: Avoid Pension Pain

We hope you liked our first video in our Proteus Viewpoint video series, Compliance: Avoid Pension Pain. For further information on compliance, read on! What does compliance mean when it comes to pension plans? When we talk about pension plan compliance with plan sponsors, it often comes down to a few things: 1. Identifying and recording what the plan needs...