We are Accountable |
Investment Performance is confirmed by Investment Measurement. We identify a diversified benchmark that matches your investment profile. We allocate your assets in accordance with the return and risk profile of that benchmark. We measure the performance of your portfolio versus the benchmark that most closely fits your investment profile. In addition to monthly and quarterly reports, we make your performance measurements available to you on line 24/7 and give you the ability to independently measure your performance. [link to screen shot here] We expect to match or exceed the return of your benchmark over any three year period on a net basis. Because of our involvement your investment portfolio should be worth more than it would have been without our help. We provide you with the metrics to confirm whether you are getting the performance you expect. |
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