Business need

The client is a UK-based private bank that invests in alternative assets, including real estate

Business Objectives / Goals

  • The client wanted to assess, track and benchmark the performance of real estate sub-sectors with its investment returns, on an ongoing basis

Approach and Methodology

  • Understood client’s decision context, strategic requirements and sub-sector focus – retail, data centres, self storage, hotel and property
  • Brainstormed and proposed to build and maintain a market-cap weighted sub-sector index to assess, track and benchmark performance
  • Identified relevant companies / REITs in each sub-sector for the purpose of analysis. Developed customised indices and back-tested data analysis with the client to receive their inputs, and to ensure better alignment with the end goal
  • Prepared a dynamic dashboard to view and benchmark performance; and implemented a mechanism to periodically update the indices and provide qualitative insights to substantiate any major changes

Business outcomes

  • Enabled the client to focus on driving insights and strategy by providing the foundational content and data
  • The indices are also being used and quoted by the client’s customers in their pitch books and investor presentations

—Related content

Ready to talk?