New Service: Performance Presentation Review

Over the last 15 years of performing due diligence, we have encountered many creative, and sometimes unethical, ways OCIOs and investment consultants craft their reports making the performance of their decisions look relatively better.

Some of the techniques include strawman benchmarks, mis weighted benchmarks, retroactive benchmarks, and surreptitiously adding fees. Sometimes these changes are not disclosed in footnotes and histories. Unless a trustee is keenly knowledgeable and knows what to look for, it is unlikely they will discover the sleight of hand.

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.

This service in inexpensive compared to the peace of mind it brings.

Performance Presentation Review.pdf

Download PDF • 107KB