In today's complex financial environment, fiduciaries overseeing a retirement plan face a variety of challenges in fulfilling their investment due diligence caused by the proliferation of new investment managers, strategies, and investment products. As a result, a more comprehensive approach to evaluating different types of investment risk and the composition of portfolios while evaluating and selecting investment managers is required.
ERISA-focused investment research and analysis means that we help you fulfill your fiduciary responsibilities as outlined in the ERISA "Prudent Man Rule" and §404(a)(1)(B). As a result, our research and analysis is meaningful to retirement plan fiduciaries.
Selecting Best-in-Class - Our rigorous investment research and analysis process evaluates a wide range of quantitative as well as qualitative factors. This helps us determine the likelihood of superior performance in the future. It also helps us identify "early warning" signals that may uncover unacceptable levels of risk-taking.