Specifications include, but are not limited to: A. The Contractor shall conduct Total Fund, Asset Class and investment manager(s) performance assessment reporting and other investment consulting services on behalf of the Board. Performance Assessment: Review and confirm performance, attribution and other calculations prepared by the custodial bank and ASRS staff and assess that performance relative to the goals of the strategic asset allocation and the asset class implementation plans. These assessments will measure the risk/reward characteristics of the total fund in a variety of specified methods, for each asset class relative to appropriate benchmarks, and of the total fund(s) performance relative to ASRS Investment Objectives and universe(s) of other public and private managed funds. The Contractor may also provide their own performance, attribution and other calculations to present to the Board, IC, or staff. The Contractor shall provide reports in a timely manner and consistent with Board meeting dates and other dates designated by the Investment Committee Chair, Director or CIO. Reporting topics will include but not be limited to: • Executive Summary • Market Environment Summary and Analysis • Total Fund review with accompanying relevant graphics and charts • Asset Class review with accompanying relevant graphics and charts.
