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Investment Analysis
Plan fiduciaries are considered investment experts. Without a sound investment due diligence process, plan fiduciaries may be held personally liable for poor employee investment returns. Fortune Management provides plan sponsors with a comprehensive and systematic process to analyze, select, monitor and, when necessary, replace investments. We utilize several of the best; most robust analytical tools available in the industry today enabling Fortune Management scoring system to evaluate investments. The end result is a 50 + page report of quantitative and qualitative analysis that helps reduce exposure to fiduciary liability while enhancing investment opportunities for employees.
- Investment Policy Statement
- Investment Analysis and Review
- Scorecard Fund Ranking and Methodology
- Quarterly Market Summary
- Online Report Access
For information contact us. |
