Performance Evaluation
Investment Policy/
Asset Allocation
Manager Structure
Analysis
Investment Manager
Searches
Custodian Searches
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| Performance Evaluation |
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Service Philosophy |
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Independent, professional evaluation of investment managers and funds provides the foundation of most of our consulting relationships. A fundamental premise of performance evaluation is comparison to other funds. Many consulting firms limit their data base comparisons to clients of their own firm only. Our viewpoint is that very large data bases of fund performance are essential to the evaluation process. 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 12/31/03 our data base contained 18,067 portfolios and $1.52 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. Listed below are manager types found in our data base.
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