Capital Market Review

A QUARTERLY DISCUSSION TOOL FOR THE CAPITAL MARKETS
Providing perspective to total portfolio performance and individual manager returns is a key step in the periodic evaluation and due diligence of all investment plans. Each quarter DeMarche produces a Capital Market Review (CMR), a review of the applicable performance data as well as important topics across all relevant asset classes, which is reviewed and discussed as part of our client meetings. Through the CMR, we are able to begin to dissect returns between styles, market capitalizations, geographies, maturities, etc. and gain a greater understanding of the important factors that may have recently impacted returns.