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Outcome-Focused Investment Strategies: The Benefits and Challenges of Looking Beyond Benchmark-Driven Investments (PDF)
The Wagner Law Group, via Plan Consultant Link to more items from this source
July 21, 2014
"[I]nstead of weighting the component benchmark indices according to the portfolio's target allocations, ... the composite benchmark may be weighted according to ... the portfolio's volatility as it relates to the market.... Plan fiduciaries may also utilize risk-adjusted performance metrics, such as the Sharpe Ratio, to help them evaluate the extent to which participant investors are being well compensated for an outcome-focused portfolio's level of risk."

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