InterSec performance universes complement State Street Investment Analytics performance universes. Because the goal of InterSec universes is to measure an equal-weighted sample of all investment products in a particular mandate space, they provide a clear picture of what was attainable to an asset manager or asset owner. For a retirement plan, this is critical for measuring the results of a decision to select an investment manager, a group of managers, or the success of internal asset management.  For an investment manager, it provides an accurate measure of the competitive position in the industry.  The State Street Investment Analytics universes provide an excellent measure as to how pension funds have performed relative to their peers.  Together the two universes provide a complete picture of total performance.

Performance Measurement and Analysis - Available Universes:

• International Equity (EAFE Developed, EAFE Plus, ACWI ex-U.S., EAFE Enhanced Index, EAFE Concentrated) across style, cap and process spectrums
• Global Developed, All Country World and Global Emerging Markets
• Regional Equity - Europe, Pac Basin, and Japan
• Global, International and Emerging Fixed Income

Samples of InterSec comparative performance reports are attached here. The reports are fully customisable for a range of time periods and risk & comparative metrics. Clients can focus on a single investment manager or composite of managers if desired.

For more information about InterSec Research please contact Sean McCoy on 617-664- 9978 or email sean.mccoy@intersecresearch.com.