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Vigilance is important when you are responsible for other people's money.
Effective performance monitoring allows you to detect problems with the
investment program while they are small, isolated, and easy to correct. We
cut through data clutter for you, bringing issues to the forefront along with
recommendations for corrective actions when necessary.
Key Benefits
 | Improved program quality yielding better investment results and
increased employee satisfaction over time |
| Early detection of performance problems, when less drastic corrective
action is required |
| Reduced burden on staff and key decision-makers by relying on
professional analysis supported by data |
| Documented compliance with fiduciary requirements to perform ongoing due
diligence |
Typical Services
- Investment Performance Monitor
- Comprehensive periodic review of performance covering market conditions,
plan-level performance, compliance with investment policy criteria, and a
detailed analysis of each manager. Includes 3-6 pages of commentary,
data tables, and charts for each manager in a logical, easy-to-read format.
Clients typically subscribe on a quarterly or semi-annual basis in a
retainer relationship including visits by a Bellwether consultant to explain
key issues and answer questions.
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- Single Performance Analysis
- A one-time "check up" for your investment program, including specific
recommendations to improve program quality.
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