2025 Public Pension Plan Data is now available
Our Expertise
Meet Our Founder
MBA - SIU Carbondale
BA - Vassar College
CPA Certificate Holder
Expert in Portfolio Management. and Oversight
More than 25 years of experience with world class corporations including Citicorp, Sears Financial Group, and the FDIC.
Sine qua non
Every pension fund should begin their investment performance review with a copy of our unbiased Benchmark Report. Your board needs something to begin with before diving in to asset allocation and sector performance. Our report gives you immediate feedback as to how your fund has performed against your peers and how your investment expense compares to the other public pension funds. You need to know if you are paying more in investment fees than necessary.
Pension Performance 2025
The preliminary benchmark reports for 2025 are now available for most plans. See our products page to get your copy.