{"id":14084,"date":"2024-03-15T11:28:42","date_gmt":"2024-03-15T17:28:42","guid":{"rendered":"https:\/\/clearwater-wp-staging.clearwateranalytics.com\/?post_type=dictionary_pages&#038;p=14084"},"modified":"2024-03-15T11:35:57","modified_gmt":"2024-03-15T17:35:57","slug":"fixed-income-benchmarks","status":"publish","type":"dictionary_pages","link":"https:\/\/clearwater-wp-staging.clearwateranalytics.com\/fr\/dictionary\/fixed-income-benchmarks\/","title":{"rendered":"Fixed Income Benchmarks"},"content":{"rendered":"","protected":false},"featured_media":0,"template":"","class_list":["post-14084","dictionary_pages","type-dictionary_pages","status-publish","hentry"],"acf":{"section_headline":"Fixed Income Benchmarks ","section_subhead":"","content_builder":[{"acf_fc_layout":"wysiwyg","wysiwyg":"<p><span data-contrast=\"auto\">Understanding fixed income benchmarks is essential for investment professionals seeking to optimize portfolio performance and align investment strategies with market standards. Leveraging a robust benchmark enables organizations to compare key statistics between relevant peer-groups, facilitating informed decision-making and strategic alignment.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h3><b><span data-contrast=\"auto\">What are Fixed Income Benchmarks?\u00a0<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h3>\n<p><span data-contrast=\"auto\">Fixed income benchmarks serve as reference points for evaluating the performance of fixed income securities and portfolios. These benchmarks provide a standard against which investment managers can measure their investment strategies and assess relative performance.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h3><b><span data-contrast=\"auto\">Importance of Benchmarks for Investment Portfolios:\u00a0<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h3>\n<p><span data-contrast=\"auto\">Benchmarks for investment portfolios play a crucial role in guiding investment decisions, monitoring portfolio performance, and communicating investment objectives to stakeholders. By comparing portfolio returns against relevant benchmarks, investors can gauge the effectiveness of their investment strategies and identify areas for improvement. We recommend reading Investopedia\u2019s explanation of <\/span><a href=\"https:\/\/www.investopedia.com\/articles\/investing\/032516\/how-use-benchmark-evaluate-portfolio.asp\"><span data-contrast=\"none\">how investment benchmarks can be used<\/span><\/a><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Common Fixed Income Benchmarks:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Bloomberg Barclays U.S. Aggregate Bond Index: A widely used benchmark for measuring the performance of the U.S. investment-grade bond market.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">FTSE Russell Global Aggregate Bond Index: A global benchmark that includes fixed income securities from multiple regions and currencies.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">ICE BofA Merrill Lynch U.S. Treasury Index: Focuses exclusively on U.S. Treasury securities, providing insight into the performance of government debt.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">J.P. Morgan Emerging Markets Bond Index: Tracks the performance of fixed income securities issued by emerging market governments and corporations.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<\/ul>\n<h3><\/h3>\n<h3><span data-contrast=\"auto\">How Clearwater Analytics Helps:\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h3>\n<p><span data-contrast=\"auto\">Clearwater Insights provides an apples-to-apples benchmark for investment portfolios, enabling clients to assess the performance of their portfolios as well as strategy from money managers compared to other clients with similar characteristics to gain a better understanding of what top performers are doing and how to capture additional yield.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">With a robust dataset of over $7 in assets to offer comprehensive insights into organizational portfolio\u2019s performance, Clearwater Insights allows organizations to compare key statistics between the most relevant peer-groups such as those who have similar investment policies or are in their industry.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Eliminate the need for time-consuming data analysis as we deliver meaningful trends, empowering you to make informed decisions that distinguish you from the rest. Experience a new era of precision and efficiency with Clearwater Insights.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h3><span data-contrast=\"auto\">Key Benefits to Clearwater Insights:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h3>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Increased Transparency on Benchmarking Comparisons: Flexible customization of framework facilitates creation of personalized benchmarks to understand peer performance<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Secured and Reconciled Dataset: Clearwater\u2019s $7+ trillion in assets are validated daily and encrypted to be only viewable to by the specific client<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Engage with Clearwater\u2019s Network: Leverage Clearwater\u2019s network to understand qualitative analysis and best practices \u2013 ensuring your organization is aligned to industry standards<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Drive Actionable Insights: Boost confidence in your money managers\u2019 performance by comparing their strategy against relevant benchmarks.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">Download our <\/span><a href=\"https:\/\/clearwateranalytics.com\/resources\/reports\/2023-corporate-investment-insights\/\"><span data-contrast=\"none\">2023 Corporate Investment Insights Report<\/span><\/a><span data-contrast=\"auto\"> to learn the types of data we can benchmark and the impact it has on the industry.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><strong>Learn More:\u00a0\u00a0<\/strong><\/p>\n<p><span data-contrast=\"auto\">Want to see how your organization can use Clearwater Insights for apples-to-apples peer comparison across fixed income and alternative assets? <a href=\"https:\/\/clearwateranalytics.com\/clearwater-insights\/?utm_medium=website&amp;utm_source=fixed-income-benchmarks-dictionary-pages\">Schedule a consultation with an expert today<\/a>.\u00a0<\/span><\/p>\n"}],"show_form":true,"form_headline":"Do you want to talk with an expert?","form_embed":"<script src=\"\/\/go.clearwateranalytics.com\/js\/forms2\/js\/forms2.min.js\"><\/script>\r\n<form id=\"mktoForm_1995\"><\/form>\r\n<script>MktoForms2.loadForm(\"\/\/go.clearwateranalytics.com\", \"672-XRS-516\", 1995);<\/script>","show_related_links":true,"related_links":[{"link":{"title":"Platform Overview","url":"https:\/\/clearwater-wp-staging.clearwateranalytics.com\/platform-overview\/","target":""}}],"gated_show_related_resources":true,"resource_feed_type":"auto","gated_related_resources":[{"resource":11223},{"resource":10659},{"resource":7521}],"form_success_message":""},"_links":{"self":[{"href":"https:\/\/clearwater-wp-staging.clearwateranalytics.com\/fr\/wp-json\/wp\/v2\/dictionary_pages\/14084","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clearwater-wp-staging.clearwateranalytics.com\/fr\/wp-json\/wp\/v2\/dictionary_pages"}],"about":[{"href":"https:\/\/clearwater-wp-staging.clearwateranalytics.com\/fr\/wp-json\/wp\/v2\/types\/dictionary_pages"}],"wp:attachment":[{"href":"https:\/\/clearwater-wp-staging.clearwateranalytics.com\/fr\/wp-json\/wp\/v2\/media?parent=14084"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}