Benchmarking Costs Climb as Regulators Demand More Disclosure

October 1, 2024 by Kim Cash and Janice Kitzman

With the introduction of increasingly sophisticated investment strategies and asset classes like derivatives and private credit, benchmarking costs have risen in recent years. Indeed, as markets have grown in size and complexity, so have the costs of using benchmarks, such as stock indexes or private peer group data, for comparing performance against broader market activity.

Regulators such as the Securities and Exchange Commission have established requirements and general prohibitions for firms marketing performance, including the use of performance benchmarks.

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Originally Posted at Think Advisor on September 27, 2024 by Kim Cash and Janice Kitzman.