Beyond the S&P 500: A Deeper Look at Portfolios and Benchmarks

The decade-long bull market rewarded investors concentrated in large-cap stocks and long-duration bonds – but also reinforced a risky view that the S&P 500 Index is a good benchmark for constructing portfolios. With markets now seemingly poised to turn, it’s more important than ever for investors and financial advisers to re-consider the long-established merits of broader asset selection. Watch James Macey, CFA, CAIA, Director of Multi-Asset Portfolio Management as he discusses the multi-asset approach, holistic financial planning, and realistic portfolio benchmarking.