About the Client

A UK-based private bank that invests in alternative assets, including real estate

Business Need

  • 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 were used and quoted by the client’s customers in their pitch books and investor presentations

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