Investment Benchmarking

CEM has provided fund sponsors with valuable insights into their investment return, cost, risk and liabilities since 1990.  What sets CEM apart is our comprehensive analysis of investment management costs.  Our unique global benchmarking database includes over 350 public and private sector funds from Australia, Canada, Denmark, Korea, Finland, France, Ireland, the Netherlands, New Zealand, Norway, Sweden, the United Kingdom and the United States.  Funds range from $20 million to over $735 billion in size and represent nearly $12 trillion in total assets.      
The annual benchmarking process begins with you completing our comprehensive survey about investment holdings, performance and cost.  All participants in our database receive a free report that compares their cost and return performance relative to the universe.  To see a sample report, click here.

We also provide an in-depth peer based benchmarking report. Peers are selected based on size because size is the primary driver of costs.  This service includes:

Comprehensive benchmarking report Our analysis provides an independent, objective, multi-year review of your fund's overall investment performance, risk and costs compared to your custom peer group and our universe.

Customized peer group:  Your custom peer group is comprised of funds that are similar to your fund in size and unique characteristics.  You can also let us know if you would like specific funds included in your peer group.
Trends and research insights:  Our report provides you with research on performance insights and trends to support decision making. In addition, we also provide up-to-date research articles throughout the year.
On-site presentation of your results:  You receive the full benefit of our experience through a personal presentation and discussion of your fund's results.