Diligent Fund Monitoring

Once an Investment Policy Statement is adopted and an investment option list is built, the key to effective continuing investment option analysis is diligent and regular fund monitoring.

We provide quarterly reports analyzing your plan’s available investment options, an analysis that goes beyond pure performance numbers to other key criteria such as manager tenure, style drift, and the like.

We also make annual recommendations to plan fiduciaries with respect to investment option adjustments. We do not simply look for replacements for substandard funds, but also reanalyze every fund in your plan’s investment menu for ongoing suitability.