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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
25 minutes
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Course overview
This playlist explains the role of benchmarks in investment analysis, showing why performance is always relative, not absolute. It explores the limitations of headline returns, the properties of effective benchmarks, and the different benchmark types used across asset classes to ensure performance comparisons reflect true skill rather than noise.
What's Included?
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3 videos
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Because performance means nothing without the right benchmark.
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Insights from a #1 ranked data-driven analyst
Who is this for?
This playlist is designed for investment analysts, portfolio managers, students, and serious investors who want to evaluate performance correctly. It is particularly valuable for anyone responsible for assessing fund returns, manager skill, or strategy effectiveness, and for those seeking to avoid misleading comparisons driven by inappropriate benchmark selection.
Why is this important?
Each programme is structured as a clear, chronological playlist, guiding you through concepts step by step so you can build understanding properly. Learn at your own pace, revisit material when needed, and develop skills in a logical sequence designed to support long-term mastery.
Geoff Robinson
FCA FMVA MFM
Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 10x #1 ranked analysts EMEA Institutional Investor Survey.
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner.
TheInvestmentAnalyst.com is a global investment education and training business founded by Geoff Robinson, formerly a 10x Number 1 ranked analyst, and UBS Managing Director. Our InsightOne App is designed for individuals to develop real-life investment analysis skills through AI-powered coaching, market simulation and interactive data tools. Our In-Person Training delivers expert-led programmes for universities, corporate teams and financial institutions worldwide.
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