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Benchmarking Addendum: But What’s the Best Way to Benchmark Alts?
['Featured Author']
Chief Investment Officer
First, and the preferred method, is to use the HFRX investable commingled funds as the hedge fund benchmark.
If the HFRX method is chosen, I would recommend breaking out the portfolio’s hedge fund composite to its sub-strategies and then using the sub-strategy investable fund as the benchmark.
Those objections are reasonable, but I believe that having a viable, investable product as a benchmark takes priority over the other issues.
For example, an investor might assign a 200 basis point (bps) premium to the small-cap ETF, IWM, as the investable benchmark for its buyout portfolio.
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