Cost Effectiveness Measurement Inc

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Case

Reference no. 9A96B057

Subject category: Finance, Accounting and Control

Authors: Stephen R Foerster; Scott C Murray; Kevin S Pollock

Published by: Ivey Publishing

Originally published in: 1996

Version: 1997-02-13

Length: 21 pages

Data source: Field research

Topics: Pensions; Performance evaluation; Investment funds; Investments

Share a link: https://casecent.re/p/15711

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Abstract

The managing director of a pension fund benchmarking firm was preparing a presentation to the management of a large corporate pension fund. He needed to evaluate the ''value added'' of the fund performance as well as measure the cost effectiveness of the fund. This case examines the importance of performance benchmarking to determine the value added through security selection and tactical asset allocation. The key message is the importance of asset class selection to the overall portfolio performance. There is a simplified Chinese version available ''9A96BC57''.

Industry:

Holdings and other investment companies

Size:

Large