Pension Funds · Process benchmark

Where does your process sitagainst your peers?

Answer six questions about how the scheme runs manager selection and oversight today. We will show you where each part sits against the way your institutional peers on our platform work, which gaps that leaves, and what those gaps cost at your own cost base.

Who the peer group is. You are compared against the 150+ institutions that run fund selection and monitoring on AlternativeSoft, among them five of the world’s ten largest hedge fund selectors. That is a real peer group of institutional investors rather than survey data, though it is not a census of your whole market and we make no claim about what any individual firm does. Your answers stay in your browser and are not sent anywhere. If you ask for the report, we will ask for your details so we can send it and follow up, and only then.

How the scheme works today

0 of 6 answered
Research
Checking the consultant shortlist

When a manager search reaches the board as a shortlist, how is it checked independently?

Due diligence
Operational due diligence

How is ODD run and evidenced for each appointment?

Data
The decision audit trail

If a manager appointment were questioned in five years, what evidences the decision?

Data
Custodian and administrator reconciliation

How are custodian, administrator and manager positions reconciled?

Research
Monitoring appointed managers

How often is an appointed manager re-examined against its peer group?

Reporting
Trustee packs and regulatory reporting

How is the trustee pack produced?

Your numbers

Salary, employer costs and overhead. Hourly rate used: -

AlternativeSoft
Pension Funds process benchmark

Where this scheme sits against its institutional peers

Based on the answers given, compared against how the 150+ institutions running fund selection and monitoring on AlternativeSoft work. A real peer group of institutional investors, not survey data about named firms.

About the figures. Based on the answers given on the page and priced at the cost base entered, over 1,700 working hours a year. They value reclaimed time only. Prepared .
—Annual cost of the gap
—Capabilities behind peers
—Hours a year absorbed
—Full-time equivalents

Capability by capability

CapabilityWhere you are todayWhere your peers areAnnual cost
Method. Each answer carries an estimate of the hours a month that way of working absorbs. The gap is the difference between the hours at the answer given and the hours at the peer level, annualised and priced at the hourly rate derived from the fully loaded cost entered, over 1,700 working hours a year. Figures price reclaimed time only and exclude earlier detection of manager problems, evidence retention, and decision speed.

AlternativeSoft is the fund analytics platform used by 150+ institutions managing over $1.5tn, including five of the world’s ten largest hedge fund selectors.   alternativesoft.com