Performance Analytics

This report forms the basis of analysis for the Fund. In addition to the capital markets review, all asset class segments and manager portfolios are presented including multi-period, multi-manager return and Risk analytics. All metrics for all asset classes (such as EAFE equities and fixed income) are available and reports are customized for individual Committees.  Statistical calculations including information ratio, drawdown, historic VaR and downmarket return are available for each manager and universe. API can also calculate customized benchmarks and universes.  Reports can include histories dating back up to 20 years.  The report may be as simple or complex as desired. Many of our clients have an administrator’s and a trustee version of their report.