CLERUS is independent. As experienced investment practitioners we offer informed and unbiased performance evaluation services and professional training to help pension schemes and other asset owners improve investment decisions, governance and value-for-money
The need for independent, honest and unbiased investment governance training is growing rapidly. CLERUS provides independent and informed training designed to help trustees better manage conflicts of interest and enable them to improve decision-making and performance for the benefit of all stakeholders.
CLERUS provides independent and informed performance assessment and benchmarking services. Over the past decade the main industry response to underperformance has been to lower the bar against which investment performance is being assessed. As experienced investors we bring professional and
CLERUS’ activity based performance improvement process provides three simple steps for pension funds to use that lead to improved effectiveness for decision-makers: Identify investment activities required to deliver on long-term objectives in partnership with trustees and plan sponsors (often very
To help trustees and governance professionals. The landscape for cost and charge discovery is rapidly changing for the better due to factors such as improving investor awareness, calls for increased cost transparency by industry bodies, regulatory and market initiatives and
Transparent Methodology Reveals Larger Than Reported Variations in LGPS Valuations. In this report, CLERUS, in collaboration with Dr Iain Clacher from Leeds University Business School, sets out a methodology for comparing LPGS valuations on a council-by-council basis using public data
Helen Morrissey finds that Trustee boards stand to gain a lot by adopting a more challenging stance with their advisers At a Glance •Concerns have been raised that trustees are not challenging their advisers enough. •Advisers should be able to