Our collaboration
By combining McKinsey’s industry expertise with CEM’s dataset, we help asset owners and managers benchmark their investment and non-investment performance and help inform the strategic moves they are looking to make. CEM’s dataset comprises over 500 funds with over $11 trillion in assets.
McKinsey has a minority equity stake in CEM Benchmarking.
Client Impact
Pension fund evaluating its private-markets strategy
We redesigned the private-markets strategy for a $100 billion pension fund, including both shifts in internal versus external investing as well as sector and substrategy approaches. We then leveraged proprietary deep-dive research to forecast cost implications of the new trajectory, which helped sharpen and secure board approval for the strategy.
A large asset owner reviewing the performance of its investment division
We integrated a budgeting platform for 700 users in 100 category-specific templates to generate and sustain $500 million annual savings in productivity improvement.
Revamping investment strategy for pension fund
We worked to deliver an end-to-end diagnostic of the fund’s performance and used best practices to identify opportunities to improve its long-term investment performance.
Related Practice
Financial Services
Learn how we help financial services firms improve performance. We offer a global perspective and cover all banking and insurance sectors and functions.