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?
