Products & Services

Performance & Risk Analytics: Peer Groups

Master Trust Universes
Our Trust Universes are a premier fund-level peer comparison service available in the marketplace today and are invaluable for making comparisons of both performance and asset allocation results. They consist of observations from our substantial client base and other leading consulting and trust/custody organizations. Our Trust Universes are available on both a monthly and quarterly basis and the underlying data is available to customize universes based on plan size and/or asset allocation restrictions. Wilshire Trust Universe Comparison Service^® (Wilshire TUCS^®) information is also available through our offering.

Investment Manager Universes
These universes include composite account universes and separate account universes for alternative investments and enhanced equity. Our analysts, along with the managers themselves, determine manager styles for appropriate universe membership. Underlying manager return data is also available for each manager in the composite universes.

Separate Account Performance Universes
These universes allow fund and plan managers to make valid, relevant performance comparisons and assist financial institutions in marketing their own offerings. Covering an extensive range of investment products, including those provided by Russell Investments, the majority of these universes are available in local reporting currencies.