Measuring Alternative Investment Performance
The Choice Between On-Time vs. Actual Valuations
More and more, investors are increasing their allocation to alternative investments.
With this come requirements for more visibility into performance. That’s why performance measurement, the final step in the investment process, is a critical consideration for investors. One challenge investors are running into is the lag in valuations, typically received one to three months after the reporting period. Institutional investors must be aware of this lag, and choose the reporting option that helps them make the most informed investment decisions.
*Q4 2014 Wilshire Trust Universe Comparison Service® (Wilshire TUCS®) Master Trust >$1 Bil Composite Index