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Evaluating investment performance allows fiduciaries to monitor the success of their investment policy, their consultants, and their investment managers and base future plans on realistic investment expectations. Our professionals assemble timely, pertinent investment performance information. DWI uses Independent Consultants Cooperative Universe of tax-exempt funds-one of the industry’s largest performance databases-for comparing investment performance. Coupled with our proprietary reporting capabilities, this flexible database allows DWI to customize analyses to our clients’ specific requirements, perform performance attributions to determine the source of returns, evaluate each manager against appropriate passive benchmarks and style universes, and measure returns on a , utilizing quantitative measurement tools such as tracking error, standard deviation, alpha, information ratio, beta, Treynor and Sharpe ratios.
Thorough performance measurement allows our clients to:
• Review independently computed investment results and risk assessments
• Compare portfolio performance to passive benchmarks and to other similarly managed portfolios
• Make informed decisions about investment policy, asset allocation, and investment manager selection
• Compare their fund’s asset allocation to its strategic targets allowing more timely rebalancing decisions
• Satisfy requirements for monitoring investment managers |
