entity · derived

Benchmark free strategy

3 claims across 1 works, 2016–2016.

Derived node: assembled mechanically from the claims carrying benchmark-free-strategy. A roster, not an adjudicated definition.

Every claim under this term

• 2811729-003 2016 definitional: The authors stipulate that an unconstrained mutual fund strategy is generally not tethered to any benchmark and instead gives the manager operational freedom to pursue risk-adjusted returns using any
• 2811729-012 2016 failure: Three features make it uniquely challenging for retail investors to evaluate the risks of unconstrained mutual funds: the lack of standard benchmarks, the recent emergence of the fund type, and the di
• 2811729-032 2016 failure: Because an unconstrained mutual fund's performance is typically not assessed against any established benchmark, the retail investor must evaluate the fund without the contextual information routinely

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