Our performance evaluation services, by design, will assist you in assessing whether investment managers have “added value” through their efforts. Our performance evaluation services are different from those of our competitors, in that we conduct a thorough qualitative evaluation of investment management firms, in addition to performing quantitative analysis of historical performance and portfolio characteristics. We place significant emphasis on interpreting the results, not simply reporting rates of return.

We use market indices and proprietary universes to benchmark performance, and provide risk- adjusted results. We also analyze portfolio risk and conduct performance attribution exercises.

Quarterly Reports—PRIME™
Our quarterly PRIME (Performance Review and Investment Manager Evaluation) report offers you a customized, comprehensive analysis of your retirement plans using systems, models, and databases developed by Hewitt Investment Group. The report includes comparative investment results (versus “peer group” universes and relevant market benchmarks), asset mix and manager allocation information, portfolio diagnostics, and performance attribution.

The PRIME report blends quantitative analyses of historical performance with a thorough qualitative evaluation. The report is designed to answer the following questions:

• Are your investment managers “adding value” net of fees?
• Are your managers investing according to their stated investment philosophies and styles?
• Have your managers performed well considering the capital market environment during the period evaluated, and relative to managers utilizing similar approaches?
• Do your investment objectives and guidelines continue to be appropriate in light of changes that may have taken place in the capital markets?

A unique feature of our PRIME reports is the inclusion of our proprietary Investment Manager Updates. These updates will provide you with a “plain English” assessment of investment managers, prepared based on face-to-face meetings with these managers.

Hewitt Investment Group consultants will meet regularly with you, not only to deliver and discuss the PRIME reports, but also to revisit allocation policies and investment guidelines, review managerial decisions, and proactively present new ideas for your investment program. <Back to Top>