Benchmarking and Performance Review Services

Trustees are legally obliged, and dutifully inclined, to review the performance of their investments. Given that many charities choose to delegate the day to day management of their portfolio to an investment manager, trustees must decide on the most effective way to accurately judge performance without allowing their managers to ‘self-review’.

Mazars Financial Planning can perform benchmarking and performance reviews you need. Download our brochure to find out more.