Benchmarks and Investment Management

As author

Benchmarks and Investment Management. Research Foundation of CFA Institute, Charlottesville, Va., 2003.

Reprinted in its entirety in Lawton, Philip, and Todd Jankowski, eds., Investment Performance Measurement: Evaluating and Presenting Results, CFA Institute Investment Perspectives, John Wiley & Sons, Hoboken, NJ, 2008. Summarized in The CFA Digest, August 2003. Excerpts appear as Chapter 5 and as a sidebar in Chapter 6 in Steven A. Schoenfeld, editor, Active Index Investing (New York: John Wiley, 2004).¹

1^. A suite of commentaries on this book, by Theodore Aronson, Peter Bernstein, Barclay Douglas, Richard Ennis, Elizabeth Hilpman, Barton Waring, Arnold Wood, and Jason Zweig, can be read here.