The benchmarking process begins with you completing our six page survey. The survey collects information about your fund's investment holdings and costs.


We take your information and:

• Custom select a peer group based on your fund's size and unique characteristics.
• Provide you with a comprehensive analysis that compares your fund's cost and performance to your peers and the universe.
• Give you the full benefit of our experience through a personal presentation of your fund's results.
• Invite you to attend the Annual CEM Client Conference, a valuable learning and sharing experience with other fund sponsors.