Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? TROPIN: And you know, we certainly did that on a portion of what we look at as our risk budget. And last market question, so we’ve seen equity valuations come down. How do you track performance? TROPIN: Yeah. TROPIN: Correct.

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Barry Ritholtz

FEBRUARY 20, 2024

And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. The 2010s fed rates were essentially zero the whole time, and yet we couldn’t get CPI to budget above 2% the whole decade following the financial crisis. 01:03:31 [Speaker Changed] It’s already in your budget.

Treasury 56

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Barry Ritholtz

NOVEMBER 21, 2023

You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. It was about $170 million valuation. That’s less than one 100th of 1% of the annual budget. It’s 00:52:47 [Speaker Changed] A tough benchmark to beat. billion a year.

Investments 98

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