Clearly and fairly evaluate investment manager results on a consolidated basis
- Manager Performance Analysis
- Account Risk Profiling
- Asset Allocation Modeling
- Manager Proposals
- Core Manager List Design
- Beauty Parade Support
- Fee Negotiation / Agreement Reviews
- Ongoing Manager Monitoring
Peritus can improve your ability to evaluate your investment manager’s performance through the provision of performance monitoring reports on a quarterly basis.
Performance reviews relative to agreed benchmarks and other comparable investment managers enable you to determine how effectively your mandate has performed from a relative and absolute basis.
By collecting data directly from your investment managers we greatly reduce your administration. We also assist in determining appropriate benchmarks and effective peer group comparisons.
We offer quarterly meetings to review your reports and can work with you to create action plans when required.
Performance Analysis is a retrospective tool. Sadly, it only provides a signal of deteriorating performance after the event has occurred. Manager reviews provide insight into the process, discipline, philosophy, strategy, team changes evolving within your chosen provider. All firms seek to improve their process but change often has unintended consequences which can send early warning signals to trustees that issues may be about to surface.
Based on a rigorous process of site visits, interviews, qualitative and quantitative analysis we have a global pool of talented managers who may meet your needs should you wish to replace your managers.
Fee Negotiation & Agreement Review
We use our institutional purchasing power to secure favourable reductions in manager costs which we pass on to you the client. We will also design or review investment agreements to ensure they robustly match your investment profile.