INVESTMENT CONSULTING--Performance Reporting & Monitoring

Though often overlooked, a critical step in the investment process is the ongoing review and supervision of investment managers. ERISA and the Third Restatement actually requires such in-depth monitoring. These mandated procedures have practical applications to all institutional investors.

At PENTEK Advisory Group, we employ state-of-the-art performance monitoring systems to furnish detailed and thorough reports. These reports encompass two primary themes, performance evaluation and performance measurement.

Performance evaluation incorporates a top-down analysis of the factors that contribute to the returns of a portfolio. For example, one can review such varied items as a manager's asset and style allocation, market capitalization, credit quality and regional weightings.

Armed with this knowledge, our clients can then proceed to measure the performance of their portfolios in a well-informed manner. Not only can the returns be reviewed against appropriate benchmarks, but also employ the necessary tools to measure the risks taken to achieve those returns.

Casually looking at performance is inadequate, to say the least. In an age where very large sums are at stake, fiduciaries and other institutional investors need to thoroughly monitor their portfolios. At PENTEK, we have the tools and expertise to make that possible.