- 22 July 2026
Why equity benchmarking matters in multi-asset portfolios
- PROFESSIONAL INVESTORS
- PDF Download
- 08.05.26
Setting a strategic asset allocation, and benchmarks to represent it, is key in driving multi-asset portfolio outcomes. The choice of benchmark plays a central role in shaping portfolio exposures, setting client expectations, and assessing performance outcomes over the long term.
T. Rowe Price typically uses market-capitalisation global equity measures such as the MSCI All Country World Index (ACWI) as the reference point for equity exposure within multi-asset portfolios for UK clients.
Why is it important to take a global approach to benchmarking? What are the key challenges facing investors with this approach? How can benchmarks be tailored to portfolios? Read more about this approach in this report.







