Capabilities
One of the premier fund-level peer comparison services available in the U.S. and Canada, our Master Trust Universes are invaluable for making comparisons of performance results for corporate defined benefit, public fund, Taft-Hartley, endowment, foundation, and healthcare operating plans.
We provide this service to institutional investors to help them identify trends in allocation and performance and provide attribution vis-à-vis peer groups. At the core of this service is a rich repository of data based on assets that we custody for clients. We normalize this data to provide market intelligence to clients so that they can have more focused conversations with stakeholders during the investments process. For more information, please explore Asset Strategy View.
These universes allow fund and plan managers to make valid, relevant performance comparisons and assist financial institutions with the marketing of their offerings.