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Public Entities

Investment Consulting

We provide a full range of consulting services to plan fiduciaries, and we expressly acknowledge our responsibility as a co-fiduciary. Our services include:

  • Plan governance and fiduciary compliance support, including committee education and investment policy statement development and maintenance
  • Advice on plan design and menu construction
  • Monitoring costs — investment and service provider fee analysis and benchmarking
  • Investment performance reporting
  • Investment manager evaluations, searches, and due diligence
  • Vendor management — evaluation, monitoring, and selection (bidding)
  • Asset allocation and asset/liability management studies
  • Target-date and managed account product evaluations
  • Participant education