Peer Group Comparison
Extensive performance comparisons with institutional investors
At a glance
- Performance comparisons based on more than 150 peer groups
- Database with about 4000 actual mandates as a basis for comparison
- Concrete suggestions for improving investment results
The PPCmetrics peer group comparison provides you with valuable indications of possible improvement potential regarding your investments. It allows you to identify, in a targeted manner, performance deficits at overall portfolio level and at asset manager level. The peer group can be adapted to your portfolio in terms of asset volume, investment strategy, management type and other characteristics in order to ensure a meaningful comparison.
Choice of peer groups
Suitable peer groups are identified based on the relevant client portfolios.
Client-specific
The scope of the peer group comparison (depth of analysis, portfolios to be covered, interpretation, etc.) is agreed individually.
Key risk figures
In addition to the absolute and relative return, it is possible to compare key risk figures such as volatility and tracking error.
Comprehensive database
includes more than 150 different peer groups with about 4000 mandates (total assets of more than CHF 500bn).
Meaningful conclusions
Measures recommended to improve the investment performance are a fundamental component of the analysis.
Know-how and experience
PPCmetrics has been a leading investment consultant for over 30 years. Exceptionally qualified employees ensure consulting services at the highest level.
Certification
The Investment Consulting & Controlling division is certified to ISO 9001:2015 by the Swiss Association for Quality and Management Systems SQS (reg. no. CH-47418). Thanks to the integration of SQS in IQNET (The International Certification Network), the certification is recognised worldwide.
