Performance Measurement
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Performance measurement hinges on the scope and quality of comparative data and the depth of its analysis. As the lead firm in the Independent Consultants Cooperative (ICC), our access to the ICC Universe — one of the largest, most robust comparative databases in the industry — and the cutting edge technology that drives it are defining advantages.
The ICC Universe, comprised of roughly $1.8 trillion in assets and encompassing 10% of all institutional plan sponsors, over 18,000 portfolios, and 1,300 managers, forms the backdrop for our Investment Performance Analysis (IPA) reports. Each IPA, a highly graphic, customized report, provides performance results, risk analyses and comparisons for the total fund and all asset classes, capitalization ranges, and style combinations.
We compare structure to policy guidelines and results to objectives, and because our primary universe is so large, we can "slice" it into subsets that generate diagnostics and comparisons beyond the reach of our competition.
Monthly performance "flash" reports are also available as part of our regular reporting to clients. We also use Morningstar’s detailed universe and comparisons for some of our defined contribution client reports.