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Monitoring of strategy and investment management against objectives
On an ongoing basis we can provide you with a review of the Plan as a whole as well as the performance of the underlying managers. This includes a combination of quantitative analysis and qualitative input on the investment managers in the clients’ program.
From our years of experience with funds around the world, we have developed approaches to cover all levels of monitoring. In addition to the retrospective assessment of fund performance, and the effectiveness of investment strategy and the manager structure, and an analysis of the style biases and risk levels currently borne by the portfolio of particular importance is a prospective assessment of the likely success (or otherwise) of the investment managers.
This proactive approach allows the fiduciaries to be in a stronger position to address the issues as they are arise.
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