Proactive Plan Performance Monitoring

Measuring Fund Quality and Giving Concise Information

Our consultants present our evaluation of fund performance to the Plan Sponsor and your Investment Committee on a quarterly basis. This is only a snapshot of the constant monitoring and evaluation that takes place regarding your fund. Always consistent with the Investment Policy Statement, our consultants perpetually weigh quantitative and qualitative factors, peer comparisons, investment category rankings, and custom benchmark and market index comparisons to ensure your plan is performing at optimal levels.

Thorough Evaluation and Understandable Reporting

Established Tracking, Watch Listing and Investment Replacement Criteria
We have a prescribed criteria and prudent procedure for proactively tracking, watch listing, and replacing funds.

Anticipating the Unforeseen and Reacting Quickly
Our consultants work diligently to anticipate factors that could adversely affect an investments performance, such as developments within a specific industry, or within parent companies which may impact a particular investment’s performance. This is in addition to regulatory, legal, and market developments in the institutional retirement market which we report to your Investment Committee on an ongoing basis.

Tailored Performance Reporting
We understand that you need clear, concise information and we synthesize complex financial data to enable confident decision making. Our presentations are designed to meet your specific level of detail in an easy-to-understand format. We help you understand the factors that influenced the investment performance by measuring quantitative factors such as attribution, manager success and value-added, risk controls, volatility, performance consistency, use of leverage and derivatives, and soundness of the strategy. This in addition to qualitative issues relating to the management stability, research quality, discipline, and potential conflicts of interest are all reported in a format tailored to you.

Quarterly Meetings are Just the Beginning
Our consultants can meet quarterly with you; this is only a minimal framework for communication. Consistent with our proactive strategy, our consultants will be in constant contact during uncertain markets to ensure the optimal performance of the plan.