Benchmarking Services

Our fund manager clients benefit from our unique diagnostic products, which allow peer group comparison, and also from the extensive industry expertise of our consultants. We provide clients with a monthly benchmarking report, which is complemented by quarterly review meetings. The meetings give our consultants and clients a regular opportunity to review the analysis and identify irregularities that need attention. The aim is to achieve ongoing optimum performance from their custodian banks.

In addition to creating transparency and helping to manage custodian performance, clients value our neutrality. We are independent. We only provide services to institutional investors and never to custodian banks. We give impartial advice that clients trust. Our analysis is used by our clients for reporting to independent fund directors as well as regulatory authorities.

Fund managers can choose from a range of services and the modular structure allows them to create analysis customised to meet their needs. For more information on each service go to Benchmarking Services or to individual links below: