Accounting Benchmarking Hurdle Rate 
Global Finance
FEBRUARY 4, 2025
MUFG says that clients who implement a dynamic discounting offering enjoy a typical average annualized yield of between 10% and 12% APR, significantly outperforming most internal investment hurdle rates or returns on short-term cash. The platform also provides multichannel access, including Swift and host-to-host.
Barry Ritholtz
FEBRUARY 21, 2023
BUCKLEY: They were all institutional separate accounts. And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. That means a low hurdle rate. RITHOLTZ: Billion with a B. BUCKLEY: $125 billion. RITHOLTZ: Wow.
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Barry Ritholtz
MAY 9, 2023
And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. That background of being an accountant was just great bedrock training. RITHOLTZ: Sure. Very different fields.
Barry Ritholtz
MAY 21, 2024
Unfortunately, nobody has the luxury of picking stocks for a 10 year period anymore, except for in, you know, our personal accounts. And it’s gotten ver like the average active fund has gotten closer and closer to the benchmark over the last five years. But now we’re back to a more normal hurdle rate.
Barry Ritholtz
DECEMBER 26, 2023
Accounting was very difficult. It’s about a 50% fail rate, something like that. Here’s how I would identify a core along you, you first and foremost, you identify what your benchmark is, how are you measuring your performance? And I remember that first level was tough. I had no finance background. Maybe even more.
Barry Ritholtz
NOVEMBER 25, 2024
Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with. It’s Mr. And, and Mrs. The first is it creates a return hurdle problem, whatever I’m selling. So it creates a fer 00:24:32 [Speaker Changed] Rate.
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