We help the retirement plan community achieve their intended investment objectives through our institutional 3(21) and 3(38) Fiduciary Partnership Services, fiduciary technology and reporting, and customized default solutions.
For institutional investors
A dependable outsourced fiduciary pioneer
Our team of experts has delivered a full suite of fiduciary services to recordkeepers, sponsors, advisors and participants through easy-to-understand investment programs since 2006.
Our research team continually explores trends in retirement investing.
Target Date Funds: An industry overview
Target Date Funds (TDFs) are often used in a QDIA setting as a means of providing retirement savers with a one-stop solution suited to their age and, in some cases, risk-tolerance level. This paper provides an overview of industry average and variation in asset class allocations for the TDF lifecycle glide paths, as well as widely utilized TDF benchmark series.learn more
International asset allocation
In this paper, we use 50 years of MSCI data to examine international investing in the context of asset allocation and mean variance optimization.learn more
Inflation hedges: Portfolio implications
Financial assets, in general, perform very poorly in high inflation environments, with negative inflation-adjusted (real) returns being the norm. This paper reviews a variety of potential inflation hedge strategies including TIPS, specific equity sectors (like energy), commodities and REITs.learn more
Putting value on “Peace of Mind”
This paper proposes an innovative, yet intuitive, evaluation framework of Guaranteed Retirement Income (GRI) products based on their individual merits and compare them to retirement income strategies constructed from ordinary investments that a typical investor would use within a defined contribution plan.learn more
Retirement income product and asset allocation optimization
Manager due diligence across funds, collectives and separate accounts
Investment mapping for replacement funds or entire plan lineups
Stable value/money market due diligence reports and comparison tools
*The team that comprises Mesirow Fiduciary Solutions was one of two pioneer providers in this space in 2006 and continues to drive innovation through business model products and services.
Neither principal nor the underlying assets of target date investments are guaranteed at any time, including the target date, and investment risk remains at all time. There is no assurance that the recommended asset allocation will either maximize returns or minimize risk or be the appropriate allocation in all circumstances for every investor with a particular time horizon. Advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA and SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.