Investment Benchmarking Service
Measure • Compare • Learn • Improve • Validate
Introducing CEM Dashboard
This year, your CEM Benchmarking report will come with a free, interactive, online tool!
Compare your cost, performance and risk against peers and two (or more) universes of local and global pension funds and sovereign wealth funds. Get instant answers, download data and use it on the go!
Supported by the CEM Database with cost and performance data from more than 400 active participating pension plan sponsors having more than $10 trillion assets under management.
How our clients use our 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
The Service Includes Annual Research
Past topics include:
- Real Estate Performance By Implementation Style
- Asset Allocation and Fund Performance of Defined Benefit Pension Funds in the United States, 1998-2016
- Transaction Costs Amongst Large Asset Owners
- Asset Allocation, Cost of Investing and Performance of European DB Pension Funds: The Impact of Real Estate
- Hedge Fund Reality Check 2018
- The Time Has Come For Standardized Total Cost Disclosure For Private Equity
- Asset Allocation and Fund Performance of Defined Benefit Pension Funds in the United States, 1998-2014
- Hedge Fund Reality Check
- Comparing Pension Plan Operating Costs: Correcting the Fraser Institute’s Faulty Analysis and Conclusions