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Chartered Investment Manager (CIM) Practice Exam · Question

When constructing a global equity portfolio for a Canadian pension fund, which of the following is the most appropriate benchmark for performance evaluation?

For a Canadian pension fund investing globally, hedging currency exposure is often a primary concern to mitigate foreign exchange risk. Therefore, the MSCI Worl

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Question: When constructing a global equity portfolio for a Canadian pension fund, which of the following is the most appropriate benchmark for performance evaluation?

Answer options:

  • S&P/TSX Composite Index ✅ MSCI World Index (CAD Hedged)
  • FTSE Global All Cap Index
  • Dow Jones Industrial Average

Correct answer: MSCI World Index (CAD Hedged)

Explanation: For a Canadian pension fund investing globally, hedging currency exposure is often a primary concern to mitigate foreign exchange risk. Therefore, the MSCI World Index (CAD Hedged) is the most appropriate benchmark as it reflects global equity performance adjusted for Canadian dollar investors.

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