Investment Benchmarking Service

Measure  •  Compare  •  Learn  •  Improve  •  Validate

How our Clients Use the Service

Demonstrate Value for Money to Stakeholders

Demonstrate to your Board and key stakeholders that your investment costs and staffing levels are reasonable. Clients often cite our benchmarking results in their annual reports.

Plan for Change and Growth

How much will it cost and how many FTE will you need to move into a new asset class or implementation style? How will costs and FTE change as you grow?

Manage and Reduce Costs

Many have successfully negotiated lower fees and costs with managers and custodians. Others have used our reports and research to migrate to a more effective cost structure by changing implementation styles.

Support for Changes to Investment Programs

Our report provides external validation of what others are doing, which can be invaluable when trying to get buy in from your stakeholders to make changes to your investment programs.

Setting Performance Targets

What is top quartile value added by asset class? Which asset classes are the most and least efficient?

How It Works

  Measure
Our methodology and rigorous data cleaning by our team of analysts ensure like-for-like comparisons of costs, risk and performance.

Improve
Insights gained from CEM analysis and research helps you to optimize your performance and manage your costs.

Compare  
You get a comprehensive benchmarking report that compares your returns, value added, risk, costs and FTE to a peer group customize for you and your country universe.


Learn  
Understand where and why you are different from your peers. Benefit from our experience and research through a personal presentation and discussion of your results.

Unique Global Investment Database

400 funds, $10 trillion assets, 27 year history

Global Investment Database     Total Fund        By Asset Class    By Implementation Style
Assets
Returns
Benchmark Returns
Net Value Added
Base Fees
Performance Fees
Internal Costs
Transaction Costs
Internal FTE
Policy Weights
Asset Risk
Asset-Liability Risk

The Service Includes Annual Research

Past topics include: