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Investment Performance Review
Our comprehensive Investment Performance Review assists plan administrators by providing valuable information to support the “prudent expert” standard of investment review. We identify “red flags” for continued monitoring and possible action.
We stay in close communication with our clients, and discuss with them significant developments in a fund, fund family, investment advisor, or the investment industry, and whether these developments mean a change should be considered.
Our investment review includes:
- Performance versus risk for the appropriate asset class benchmarks
- Investment management fees
- Fund investment style versus benchmark, with particular attention paid to style drift
- Asset classes
We want to make sure that the investments offered give investors the opportunity to build a diversified portfolio with low correlation. Our analysis is both quantitative and qualitative. We look at the numbers, but we also look at what they mean.
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