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Benchmarks, risk adjusted returns and evidence
A performance number needs a comparison, a time period and a risk context. Strong returns alone do not establish that a collective fund fulfilled its intended...
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Collective Funds Investment Guide
Understand collective investment funds and retirement trusts, compare costs and portfolio risks, and build a practical selection and monitoring process. Follow eight stages from pooled ownership to informed fund research.
Start with What collective funds are and how pooling works, then follow the next lesson links. Explore 32 lessons with worked examples, exercises and further reading. The guide focuses on U.S. collective funds and retirement CITs, with clear notes where account and jurisdiction rules differ.
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Performance evidence · All lessons
Risk and Performance Analysis
Evaluate concentration, credit, currency, benchmarks and stress scenarios.