INVESTMENT DUE DILIGENCE

Employers face an evolving responsibility of investment program management challenged by complex regulatory changes and increased fiduciary exposure.

We partner with our clients to assist with the challenges of building and reviewing an investment program to meet the goring needs and demands of participants.  We provide independent, professional insight and guidance in selecting and managing the appropriate line-up of asset managers.

Our investment services include:

• Investment Policy Statement creation
• Investment platform benchmarking across all share classes
• Implicit and explicit cost analysis
• Investment monitoring and fiduciary reporting
• Target Date Fund suitability analysis

Using a thoughtful metric driven due diligence process, we identify, recommend and monitor investments from the industry’s most effective and proven investment firms.  By leveraging resources such as RPAG, Fi360, Morningstar and Zephyr, we harness extensive data and analytical detail while providing output in a user-friendly, intuitive format.