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.