Becker, Burke Associates

Our Process

The Becker, Burke Edge

Tools & Data bases

Tools & Data bases

Becker, Burke is a founding member of the Independent Consultants Cooperative, a group of 17 consulting firms that, together with a division of State Street Bank, pool data to produce data bases for comparative investment performance analysis. This approach to building investment performance comparisons takes advantage of the resources and technology that now exist in our industry. Our data base is the largest and most sophisticated analytical universe in this business. Using this resource will eliminate any uncertainty you might have about the performance of your assets and managers. As of 3/31/03 our data base contained 17,496 portfolios and $1.51 trillion in assets. All data in our evaluations are developed directly from statements provided by custodians. We do not rely on performance data from investment managers to prepare reports. The assets in our data base are managed by nearly 1,200 different investment management organizations supervising assets within 12 primary asset categories.

For specific information on our tools and how we use them please see the following links:

Performance Evaluation
Investment Policy
Manager Structure Analysis
Investment Manager Search
Education & Training