Investment Benchmarking

By: Cem Benchmarking  09-12-2011
Keywords: Custom Peer Group

CEM has provided fund sponsors with valuable insights into their investment return, cost, risk and liabilities since 1990.  What sets CEM apart is our comprehensive analysis of investment management costs.  Our unique global benchmarking database includes over 350 public and private sector funds from Australia, Canada, Denmark, Korea, Finland, France, Ireland, the Netherlands, New Zealand, Norway, Sweden, the United Kingdom and the United States.  Funds range from $80 million to over $300 billion in size and represent nearly $5 trillion in total assets.      

The annual benchmarking process begins with you completing our comprehensive survey about investment holdings, performance and cost.  Our service provides you with: 

Comprehensive benchmarking report Our analysis provides an independent, objective, multi-year review of your fund's overall investment performance, risk and costs compared to your custom peer group and our universe.

Customized peer group:  Your custom peer group is comprised of funds that are similar to your fund in size and unique characteristics.  You can also let us know if you would like specific funds included in your peer group.

Trends and research insights:  Our report provides you with research on performance insights and trends to support decision making. In addition, we also provide up-to-date research articles throughout the year.

On-site presentation of your results:  You receive the full benefit of our experience through a personal presentation and discussion of your fund's results.

The information in this article was current at 06 Dec 2011

Keywords: Custom Peer Group

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Other products and services from Cem Benchmarking


Sample Analysis

It is a function of your asset risk, the volatility of your marked-to-market liabilities and the correlation between the two. In which asset classes did you add the most value and how did it compare to other funds. Our analysis compares your value added at both the total fund and asset class levels. Detailed cost comparisons show you where you are paying more or less than your peers.


DC Benchmarking

Comprehensive benchmarking report: Our DC Fiduciary Oversight Report compares your plan's detailed costs, performance and plan features to your custom peer group and our universe of funds. Our report helps both corporate and public plan sponsors respond to increasing pressure to provide meaningful cost and performance information about their DC plans.


DC Sample Analysis

Our analysis includes an assessment of your plan’s competitiveness to your peers and our universe and takes into consideration whether the plan is your employees’ primary benefit or whether it supplements a DB plan. If one of your goals is to provide your participants with a competitive and valued plan, you should know how your plan design compares to that of other plans and how they have changed over time.



CEM is an independent provider of objective and actionable benchmarking information for large pools of capital including pension funds, endowments/foundations and sovereign wealth funds. We specialize in benchmarking cost and performance of investments and administration, making ‘apples-to-apples' comparisons and providing insights into best practices.


Service Benefits - benefits

Communicate performance to stakeholders: Benchmarking enables you to demonstrate and communicate performance to boards, members, staff and other stakeholders through an independent third party. Understand and manage cost: Detailed cost comparisons show you precisely where you are paying more, or less, than your peers. It will help you manage performance by developing realistic goals in the areas of investment performance, risk and costs.