Report
Benchmark restatement review
A check of whether the series the committee has been shown still matches the mandate’s stated comparator, including currency and income treatment.
Who it is for
Boards that inherited a comparator years ago and now suspect total-return versus price-return, or sterling versus local currency, has drifted.
What you receive
A short opinion on the current series, a restated chart if the source allows, and a recommendation on what to print on the next cover.
Scope
One mandate, one comparator family.
Included
- Source check
- Income and currency treatment note
- Restated exhibit where data exists
Not included
- Choosing a new strategic asset allocation
Who prepares it
Helena Croft.
How the work runs
- Collect the mandate wording
- Obtain the official series
- Compare to what has been printed
Timing
Six working days after the official series is in hand.
Where the work is done
Letter-style PDF for the minute book.
What to send
Investment policy extract, last pack cover, and licence to the index if you hold one.
Limits we will not paper over
Some index houses will not release a series without a licence; we cannot fabricate it.
Fees
From £1,450 per mandate.