Performance Monitoring & Benchmarking

We provide each client with a Quarterly Plan Performance Report. This report measures returns, with comparisons to appropriate index benchmarks and peer groups. The reports clearly articulate the drivers of performance results, in addition to providing an analysis of risk and adherence to objectives.  We benchmark all returns to standard industry indexes, which are chosen to most closely match each manager's objective and strategy.

The Plan Performance Report is clearly designed as a decision tool effective for focused discussion at investment committee meetings. This report focuses on observations, recommendations, and action items, which are detailed in writing. The reports are customized to each client's investment line-up and investment policy statement requirements.

We typically conduct performance-monitoring meetings with our clients on a quarterly basis.