Episode
SEC Mutual Funds: The Performance Standard You Can Actually Trust
- Podcast
- Broadcast Retirement Network
- Published
- Jul 24, 2026
- Duration seconds
- 844
- Processing state
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Summary
Chris Tobe, CFA, CAIA of the Hackett Group breaks down a critical question for retirement plan sponsors and advisors: how should “performance” really be measured and compared—especially when investment options move beyond standard mutual funds? In this episode, Chris explains why the underlying standards, reporting conventions, and incentives can materially change what the numbers mean in practice.