Executive Summary Reporting provides a customized summary of the market environment and detailed information outlining the performance of the total fund, its aggregates and its individual managers.

In our Executive Summary reports, observations are set forth at various levels, including total fund performance against benchmarks and universes, asset allocation, investment manager rankings against customer-selected universes, benchmarks, style universes, and regional mandates.

Highlights of domestic and global equity and fixed income attribution results are included in summary format, with specific commentary addressing the net results of an investment manager’s weighting and selection decisions.

In addition to providing hard copy Board Reports, our analytics consultants may meet with the members of a customer’s investment committee or board to present and discuss the results of our analyses.