For over 25 years, we have produced a unique deliverable that public fund entities deeply value. 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, fees, and actuarial comparative data for more than 70 funds. The analysis can be customized to include any subset of the universe in order to provide the most appropriate peer comparison available. The report also includes aggregated participant responses to survey questions that focus on key industry topics, such as market trends, actuarial rates of return, rebalancing, active vs. passive management, the use of a risk management software system and fees. 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