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Newsletter Edition: Summer 2022

Letter from our (new-ish) CEO

Welcome to Peer Intelligence, our quarterly newsletter containing curated insights for institutional investors globally.

As you may know, over five hundred institutional investors have participated in at least one of our subscriptions. Each participant looks to understand their plan’s relative performance.

A subset of participants seeks and seizes opportunities to improve. Individuals at these plans look to understand the actions and outcomes of their peers more deeply. They want to make informed decisions for the benefit of plan members. This newsletter is for these plans.

In designing this newsletter, we have tried to connect with individuals who have varying focuses. Are you an executive or fiduciary? Check out our benchmarking in transparency reporting. An investment professional? Try applying insights from Chris’s Bps and Bites. A leader in Member Services? Explore our new Voice of the Customer research. Looking for ways to expedite the completion of your survey? Perhaps JJ’s “Key Strokes” will help.

The newsletter was conceived through conversations with members of the CEM community. I hope that you both read with a critical eye and complete the poll at the bottom of this newsletter.

For our next release, we will preview the Global Reporting Standards for Institutional Investors. With the help of seven leading funds, we hope to improve reporting consistency and timeliness for institutional investors. It’s a daunting, exciting effort but it is leading the global charge for fairer and more robust reporting.

Thank you for reading,

Rashay

Rashay Jethalal, CEO

Rashay@cembenchmarking.com

Transparency Benchmarking

Today, July 26th, we released the individual scores of the 75 funds reviewed in the Global Pension Transparency Benchmark. What did we learn after investing 2,000+ hours reviewing funds' cost, performance, governance, and responsible investing disclosures?

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Bps and Bites

Musings and insights from CEM's research desk

A few weeks ago, we released the research paper where we applied the Your Future, Your Super Australian performance test to our USD 11 trillion AUM database. We discovered key takeaways that funds can learn from this exercise.

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"Key Strokes"

Janjaap's tips for getting the most out of your dashboard

Looking to obtain a benchmark cost breakdown for all your investments? In less than 90 seconds, Janjaap shows you how on the CEM Dashboard.

Voice of the Customer

Member experiences captured by Hannah

In this initial post for Peer Intelligence, Hannah Blomfield introduces us to the Voice of the Customer (VoC) Framework and how plans can use it to improve customer satisfaction.

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Note of PINterest

Peer sharing in pension administration

Our online Peer Intelligence Network (PIN) is a trove of peer wisdom and best practices. In this month's pick, our peers share how they use different tools to collect valuable customer feedback.

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Coffee Chat

Get to know a CEMer

Brenda Yuyitung has managed CEM's Pension Administration Benchmarking Service for 20+ years. In this Coffee Chat, she shares her thoughts on her career and what she's most looking forward to in retirement.