UTAM evaluates investment performance in three key ways:
(i) versus the University's return target;
(ii) versus the University's reference portfolio; and,
(iii) versus passive market index returns (i.e., benchmarks) at the portfolio and asset class levels.
Information on investment performance on the above bases for each portfolio managed by UTAM (LTCAP, Pension, EFIP) is provided in UTAM's Annual Reports.
More current information (updated quarterly) on key aspects of investment performance is provided in the links below.
- PerformanceNet investment performance versus benchmark; Assets under management.