services
About Us
Services
Meet Our Staff
Meet Our Clients
Resources
Contact Us
Home
Image of worker welding Investment Consulting Services
Investment Policy Development & Review
Performance Evaluation
Manager Selection
Custodial Monitoring
Fiduciary Services
Proxy Voting
Special Projects
 


Performance Evaluation

Previous next

MCG collects monthly asset and transaction statements from the custodian banks.

Following a thorough analysis of the data, MCG's clients receive an evaluation report describing their performance in the perspective of their investment policy, objectives and the overall market conditions. The plan's performance is compared to other comparable funds, utilizing our own comprehensive database.

Similarly, conclusions regarding individual manager performance focus on their role in the total portfolio, the execution of their investment strategy, and their performance against similar managers. Each evaluation report concludes with a recommended course of action.