Using our unique database, CEM has provided Defined Benefit (DB) fund sponsors with valuable insights into their cost, return and risk since 1990. Our global database includes over 270 funds from Australia, Canada, Europe, New Zealand and the US. Funds range from $100 million to over $200 billion in size and represent more than $3.5 trillion in total assets.


The benchmarking process begins with you completing our six page survey. The survey collects information about your fund's investment holdings and costs. All information you provide is held in the strictest confidence. Only you will see your individual information and results.


We take your information and provide you with:

• A Customized Peer Group. Your custom peer group is normally comprised of similar funds based on your fund's size and unique characteristics.
• A Comprehensive Analysis. The report compares your fund's detailed costs and performance to your custom peer group and our universe of funds.
• An On-site Presentation of Your Results. You receive the full benefit of our experience through a personal presentation and discussion of your fund's results.
• Research. Our comprehensive report contains research that presents trends and performance insights that supports decision making. We also provide you with up-to-date research articles.

Contact Mike Heale at 416-369-0468 or mike@cembenchmarking.com for more information.