Performance Evaluation and Reporting

The goal of our performance evaluation report is to provide a client an objective review of their Fund’s investment position and results. The IPS approach is designed to assist Trustees in fulfilling their fiduciary duties, and to present the results in a manner which facilitates the decision making process.

IPS uses the InvestorForce software application, an Investment Metrics’ product for all performance reporting and evaluation.  Collectively, InvestorForce and Investment Metric’s is the leading provider of state-of-the-art investment performance and reporting solutions for the global institutional investment community with over 130 institutional investment consultants as clients representing 20,000 institutional plans and over $14 trillion in assets under advisement.  The total fund universes are comprised of actual fund returns reported by dozens of consulting firms and manager universes are comprised of composite returns as reported by managers. This diversity allows Trustees to have a complete perspective of their Fund performance.

Our performance evaluation report provides absolute and relative returns, both gross and net of fees, for the total fund and all investment managers, in addition to multiple quantitative risk measures and universe comparisons.