Performance Reporting

The performance analysis team at Lynx produces customized quarterly investment reports consolidating all of a client’s investments into one comprehensive presentation. The reports include:

  • Market outlook and broad index returns;
  • Measurement of individual managers’ net of fee returns against appropriate benchmarks to determine if the managers are adding value after their fee;
  • Composite portfolio performance against a weighted-average policy benchmark to determine if the asset allocation is adding value;
  • Manager reports detailing account performance, benchmark performance, holdings statistics and performance attribution; and
  • Any other pertinent information the client may wish to include.

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1100 Connecticut Ave, NW
Suite 300
Washington, D.C. 20036

Form CRS