Public Fund Universe Analysis

For over 20 years, we have been producing a unique deliverable for public fund entities. This deliverable is a comprehensive analysis of U.S. public pension and permanent funds that is produced semi-annually for the periods ending June 30th and December 31st. All participating funds receive a complimentary copy of the report. The analysis provides an "apples to apples" comparison of asset allocation, performance, and actuarial comparative data for more than 60 funds. The analysis can be customized to include any subset of the universe in order to provide the most appropriate peer comparison available. Please see the Sample Report.

All furnished information is treated as confidential and not disclosed to other participants. If you would like to know more about our public fund services or would like to participate in our Public Fund Universe Analysis, please contact us at

Disclaimer: Short-term performance for any investment portfolio is not indicative of long-term success or failure. Relative performance evaluations versus any peer group can be misleading. The most important marker of a successful investment program is relative to its unique long-term investment objectives. We generally caution against the pitfalls associated with placing too much emphasis on short-term performance results and recommend clients maintain a long-term focus when evaluating investment performance—both on an absolute and relative basis. Results from this semi-annual survey is not intended to convey any guarantees as to the future performance of investment products, asset classes, or capital markets.