Performance Measurement

Unique Resources Support Broader, Deeper Analysis

We provide a comprehensive report as an independent review of performance results completed from the master trustee statements.  We provide results relative to the client’s objectives, appropriate market indices, various appropriate databases, manager peer groups and relative to the risk taken. During a quarterly meeting we also review each manager’s performance relative to their peers and their benchmark to determine if any manager should be terminated or placed on watch. We are able to review each client’s current asset allocation versus their strategic and tactical asset allocation targets to determine if any changes or rebalancing is necessary. 

As part of our quarterly report we include a comprehensive comparison between the policies, guidelines and objectives in the Investment Policy Statement to the actions and returns of the managers/mutual funds.  We make sure that the portfolio is progressing according to the IPS.  This process is unique to Monroe Vos.