Effective analysis of investment performance is a critical component to the asset management process.  Understanding the strengths and weaknesses of investment performance is essential for both plan sponsors and their asset managers. Through this ongoing analysis, plan sponsors make fundamental decisions regarding investment policy, manager structure and ultimately manager selection and retention.  Finding the right provider to deliver this information, on time and to specification, is vitally important to the success of the global asset management process.

Performance reports outline in great detail the returns, risks, allocations, and value-added attribution results for client portfolios. InterSec calculates statistics for peer-group analysis after thoroughly verifying all the data we receive. Asset managers can also view detailed results relative to their peers - not just portfolio returns against a benchmark. All universe results are available quarterly, some monthly.