New Service: Performance Presentation Review
Updated: Jul 12, 2022
Over the last 12 years of performing due diligence, I have encountered many creative, and sometimes unethical, ways OCIOs and investment consultants craft their reports making the performance of their decisions look relatively better.
Institutional investors are left to trust the performance reports they are given. They must rely on them to perform their fiduciary duty to monitor and govern. But as Ronald Reagan once said, "Trust, but verify."
In order to rely on and truly trust those reports, institutional investors must independently verify them to ensure accurate and reliable data without spin. A Performance Presentation Review is the solution.
Below is a PDF File for the Performance Presentation Review you can download.