Plan Sponsor Consulting

Selecting the right investments for a corporate sponsored retirement program can be a daunting task for many plan sponsors. The sheer scope of investments offered by most plan providers can be overwhelming for plan sponsors that lack the internal resources, expertise and market knowledge necessary to devote towards fund selection.

We narrow the playing field by providing plan sponsors with a manageable subset of investment options from the plan provider's fund line up.

Innovative Asset Allocation and Fund Selection Methodology
Our PrecisionAlpha™ methodology centers on selecting funds that can enhance performance while staying true to the plan sponsor's investment strategy and asset allocation policy. We consider both style-pure and multi-style managers in our analysis, thereby expanding the spectrum of funds available to participants. Using a unique blend of quantitative and qualitative analysis, it is our goal to measure manager performance and determine their potential for excess returns.

Step-by Step Process

Analyze the funds that comprise your universe of investment options

Apply quantitative analysis to classify funds into peer groups to identify those that have consistent style and can add excess return while controlling excess risk

Determine preliminary list of selected funds categorized by asset class

Perform qualitative review of fund managers using detailed questionnaires, manager interviews and holdings analysis

Develop Mesirow Financial's Elite List, consisting of pre-selected investment options for plan sponsors