Clarify Investment Performance
There is overwhelming evidence to suggest that the long-term returns from carefully monitored portfolios are higher than those with no systematic measures of performance. And in today’s turbulent markets, it is more important than ever to evaluate your investments regularly.
Weigh House’s PerformanceCHECK™ provides a quarterly review of your portfolio against your investment policy statement and your investment returns against recent market performance. If your portfolio underperforms its benchmarks, we recommend corrective actions. If it outperforms, we tell you why.
Our comprehensive PerformanceCheck Report summarizes all of our findings. It includes:
- Advice on income tax efficiency
- A summary of management fees and commissions, and
- If requested, an informed opinion as to whether you are receiving value from your current investment dealer.
If you would like us to share our findings with your broker, we will do that as well.
Composite Portfolio versus Weighted Benchmark
If you hold multiple accounts, it can be difficult to get a top down perspective of overall portfolio performance. PerformanceCHECK™ illustrates how your aggregate portfolio is performing against its composite benchmark index, to give you this perspective.
Manager Performance
PerformanceCHECK™ provides a true picture of how each investment manager is performing – relative to each other and to their appropriate benchmarks.
Risk versus Return
Portfolio returns are only part of the performance equation. The amount of risk you are exposed to in achieving those returns is critical. Our goal is to ensure you take only the level of risk necessary to achieve your return objectives. PerformanceCHECK™ illustrates your risk exposure and that of your weighted benchmark.
Quarterly Rates of Return
Markets can be extremely volatile over short periods of time. We believe it is important to stay on top of these fluctuations. Reviewing your portfolio quarterly allows you to identify issues before they significantly impact returns.
Benefits of Investment Monitoring
PerformanceCHECK™ clients are educated and empowered to have more meaningful, balanced dialogue with investment dealers and brokers.
Key benefits of the
Weigh House PerformanceCHECK™ include:
- Calculates your investment returns across all accounts
- Benchmarks your returns against relevant market indexes and explains variances
- Compares and contrasts the performance of multiple investment managers
- Assesses how well your returns are tracking your personal objectives
- Identifies corrective actions to keep you on track
- Helps maintain compliance with your investment policy statement (IPS)
- Includes annual revisions to your financial plan and IPS
“You can't control what you can't measure.”
– Tom DeMarco
