Ghost Stories #110: Putting performance in context - choosing the right benchmark
How do you know whether your investment performance is actually good?
In this episode of Ghost Stories, The Finance Ghost is joined by Siyabulela Nomoyi from Satrix to unpack one of the most important, yet often misunderstood, concepts in investing: benchmarks. From retail portfolios to institutional mandates, they explore why returns only tell half the story and why every investment outcome needs a meaningful point of comparison.
The discussion goes well beyond the basics, covering how benchmarks are selected, the role they play in risk management, the differences between indices and other…
The skinny
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