Operations Impact on Returns
Operations Performance Affects Fund Returns
One of the largest immediately controllable impacts to fund
performance is the effectiveness of external manager and custodian
operations. Basis Point Group's research shows that this drag on
fund performance can be significant, even in well managed firms.
Return Affects Funding
The lower the return the higher the on-going funding required to
meet future retirement obligations.
OPERA®'s straightforward assessment and benchmarking
provides a direct quantifiable measure of each provider's operational
impact on your fund's return.
Assessing The Impact
OPERA®'s Benchmarks provides a scale for direct performance
comparison. Utilizing eleven years of historic operations data,
covering millions of financial events, BPG can identify the direct
impact on your fund.
OPERA®'s Attribution isolates the unique challenges
affecting each provider providing clear concise measure of quality
and risk to allow a focused discussion on performance improvement.
Can You Afford Not To Know?
Your role as trustee assures that the Plan is doing everything reasonably
possible to maximize investment return and minimize plan expenses.
OPERA® simplifies this process.