This checklist is designed to ensure a thorough and systematic review of investment performance. It helps in analyzing the returns on investments against benchmarks and ensuring alignment with the overall financial goals of the organization.
Collect all relevant data on investment performance, including returns, benchmarks, and periods of measurement.
Calculate the returns on each investment and compare them against predetermined benchmarks.
Assess whether the current asset allocation aligns with the investment strategy and risk tolerance.
Consider external factors such as market trends, economic conditions, and industry performance that may impact investment returns.
List any investments that are underperforming relative to benchmarks; analyze the reasons for underperformance.
Develop actionable recommendations for improvement or reallocation based on the performance analysis.
Compile all findings and recommendations into a comprehensive report for stakeholders.
Set meetings with relevant stakeholders to present the findings, discuss recommendations, and plan next steps.