
What we did
We were engaged to analyse the investment portfolios, potential market indices, and then determine appropriate benchmarks to implement for their investment accounts. We were responsible for the overall project management of implementation – handling both the investment analysis process as well as the management consulting elements to push changes through all regional offices. This included:
- Gathering investment strategy mandates
- Evaluating benchmark options in line with strategies
- Evaluating the proposed fit with portfolio managers
- Agreeing upon benchmarks and obtain governance