Global Leaders Investment
Benchmarking Service

For large funds with complex investment programs

Key Global Leader service components

Comprehensive Benchmarking Report

  • Multi-year analysis of costs, performance, risk , and staffing levels using standardized metrics and directly comparable benchmarks
  • Comparisons to a custom peer group that we select in consultation with you, and to country and global universes
  • Benefit from our experience and research through a personal presentation and discussion of your results

    • Global Leaders Research

    Original research on:
  • Organization design and staffing levels
  • Functions such as risk, operations, liquidity management
  • Benchmarks
  • Performance and cost drivers

    • Annual Global Leaders Conference

  • Network with leading global funds
  • Review research, discuss topics of interest
  • Provide input on CEM metrics, analysis, reporting, and future research studies

    • Global Leader Research Program

    Past topics include:

  • Optimizing Private Equity Performance
  • Reporting and Disclosure Practices
  • Governance Practices
  • Understanding Transaction Costs
  • Use of Leverage
  • Managing Liquidity
  • Review of Investment Operations
  • Full Cost Disclosure for Private Equity
  • Managing Data and Systems
  • Hedge Fund Benchmarking and Performance Insights
  • Total Fund and Asset Class Performance Targets
  • Benchmarking and Performance Insights for Illiquid Assets
  • Risk Management Practices
  • Organizational Design Research