Investment Benchmarking Subscriptions
Our investment benchmarking subscriptions give investment, strategy, and finance professionals an independent, objective assessment of their fund’s performance and a clear fact base for investment and operating decisions that follow.
The right peer group makes all the difference
Not all peer groups are created equal. CEM assesses your fund’s investment performance and costs against genuinely comparable funds similar in size and focus, so the insights you get are meaningful and the decisions that follow are grounded in fact.
Our benchmarking analysis spans total fund, asset class, and mandate or option level, covering all internal and external costs, with options to benchmark limited partnerships or FTEs, as well as segment between return-seeking and risk-mitigating assets.
Over 500 institutional investors contribute data annually, including:
- Defined Benefit Pension Plans
- Defined Contribution Pension Plans
- Sovereign Wealth Funds
- Australian Superannuation funds
- UK LPGS pools and partner funds
- Endowments and Foundations
- Life Insurance Companies
- Family Offices
Data held to the highest standard
Every insight we deliver is built on core data principles owned by our Data Governance Committee and reviewed annually. Before any data enters our databases, it passes through multiple layers of validation, combining proprietary rules-based tools and expert analysis. Only once it’s clean is it matched against a curated peer group, so every comparison you receive is built on a foundation you can trust.
What leading funds say about us
Working with CEM has been transformative for our fund. Their rigorous, independent benchmarking, combined with their global perspective on performance and cost, gives us a level of insight we simply couldn’t source elsewhere. CEM’s independent assurance has become indispensable to our trustees. The quality of their research and the depth of their expertise continually inspire our team to aim higher.
CEM’s benchmarking provides a distinctive, data-driven view of how large asset owners implement their strategies – capturing their costs, staffing levels, and the outcomes they deliver. This enables Nest Invest to assess our position relative to peers and clearly demonstrates that we are highly competitive in both investment costs and performance.
What comes with your subscription
Management insights report
An annual summary of the key benchmarking findings for your fund.
Live presentations
CEM-led session for your Board, Investment Committee or Management Team to hear key messages and ask their questions.
Webinars
Periodic digital sessions to you and your team informed on industry trends, peer best practices and CEM research findings.
CEM query
CEM’s AI assistant, who can access all of your CEM materials to both answer your questions and prepare supplemental materials.
CEM dashboard
Our interactive tool diving deeper into your performance and costs over time.
CEM collect
Our multi-party platform to support the collection and consolidation of templates directly third part asset managers.
Talent report
An optional, supplementary report that allows you to benchmark your front, middle and back office FTEs, by asset class and function, to peers.
Limited partnership report
An optional, supplementary report that allows you to evaluate fees and performance by manager for externally managed assets.
Data scorecard
A quantitative assessment of the comprehensiveness and timing of the data provided by your team to CEM.
