Best Practices for Quarterly Investment Reviews

An Asset Owner's Guide

As a plan fiduciary, your quarterly investment reviews shouldn’t consist of solely discussing how the plan performed, but instead, should entertain a two-way conversation in which both sides can gain access to innovative thinking.

Make sure your quarterly presentations weave a solid narrative that address these critical questions:

  • How did the plan perform?
  • What factors drove that return?
  • Which managers performed better than others?
  • What were the key actions the manager took, and how did they turn out?
  • What is the outlook for the coming quarter and how is the plan positioned for these conditions? 

Powered by analysis behind thousands of performance reviews, we’ve outlined the best ways to answer these questions, plus a few additional tips on suggesting which data can be used to tell a compelling story.

Download the guide and learn which key factors will help you make the most out of your quarterly investment review.

Make sure you’re asking the right questions

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