Industry Benchmarks: over 400 benchmarks to choose from
Compare portfolio performance against a wide range of industry benchmarks.
As we approach year-end, we’re excited to announce that 400+ new benchmarks have been added to your Fintegrate account. This brings your total to 498 benchmarks, empowering you to compare portfolio performance against a wide range of industry standards.
Breakdown of Available Benchmarks:
- IA Sectors: 57
- ABI Sectors: 69
- Morningstar Categories: 355
- ARC: 4
- Cash: 6
- Inflation: 6
- Property: 1
How to Use Benchmarks:
You can select up to 12 benchmarks within the Investment Analyser and Case Recommendation tools. These benchmarks help you:
- Evaluate performance: Compare portfolios against relevant industry standards.
- Make informed decisions: Visualise how balanced portfolios align with similar benchmarks, making it easier to communicate value to clients.
- Customise comparisons: Match funds with specific benchmarks to assess performance relative to their sectors.
Enhanced Filtering for Efficiency:
We’ve introduced filters to help you quickly navigate the 498 benchmarks. You can filter by:
- Name: Search for terms like "Mixed Investment," "Japan," or "Technology."
- Type: Focus on categories such as IA Sector or ABI.
This saves time by eliminating the need to scroll through the entire list, allowing you to quickly focus on the most relevant options.
Add Custom Benchmarks:
If you need a specific benchmark not in our list, you can add a fixed benchmark tailored to your strategy. This is particularly helpful for illustrating volatility vs. average returns through compelling visuals, giving clients a clearer understanding of performance dynamics.
Greater Control for Your Firm:
To maintain consistency across your firm, we’ve introduced a Benchmark tab in settings. Firm admins can control which benchmarks are available to colleagues, ensuring uniformity in reporting and recommendations.
If you would like to find out more about our Industry Benchmarks, or if you have any question or suggestions, please do not hesitate to contact us on support@fintegrate.co.uk. Alternatively, you can download our guide here.
