Fiduciary Solutions
We deliver institutional investment solutions across the retirement and health savings marketplace, supporting plan sponsors, financial advisors, recordkeepers, trust companies and insurers.
“For nearly 20 years, Mesirow has powered many of the largest fiduciary programs in the retirement marketplace.”
A dependable outsourced fiduciary pioneer
Mesirow is a pioneer in outsourced fiduciary services, leveraging innovative technology to drive adoption.1 Today, our investment lineup and fiduciary reporting are used by more than 10,000 advisors across 20 recordkeepers and financial institutions.
ERISA 3(21) and 3(38) lineup services
Plan sponsors and advisors benefit from Mesirow’s technology integrations with national retirement plan recordkeepers. These institutional integrations enable Mesirow to deliver customized quarterly reporting directly to plan sponsors and provide consistent, familiar deliverables for advisors across their preferred recordkeeping platforms.
PrecisionAlphaTM
A proprietary, time-tested methodology designed to establish the most appropriate manager peer groups and benchmarks and clearly separate manager luck from skill
Reporting and technology
Investment due diligence, lineup compliance, trade monitoring and customized reporting direct to advisors and plan sponsors
Legal protection
We defend all claims within the scope of our fiduciary duty. Indemnification for plan sponsors and advisors is not subject to a liability cap¹
Custom default solutions
Mesirow delivers flexible, scalable asset allocation solutions that integrate traditional investments, advanced retirement income products, and private assets into clear, easy‑to‑understand programs for plan sponsors through recordkeepers. Our custom default solutions and asset allocation implementation options include:
Co-manufactured CITs
Recordkeeper asset allocation programs
Managed account services
Research and insights
Mesirow provides insights that help plan sponsors, advisors and recordkeepers navigate today’s investment and regulatory landscape across retirement, health savings, and related markets.
The Mesirow approach to private assets in defined contribution plans
Explore how Mesirow brings private equity, credit and real estate into DC target date funds to enhance outcomes.
Stable Value — a perfect partner for equities
As a compliment to equities, stable value can provide better risk-adjusted outcomes than fixed income.
Out with the old and in with the new
This paper explores the impact of using trailing return to predict future performance. The results may not be what many investors expect.
Which asset classes are most beneficial in a portfolio?
Learn how stable value offers principal protection and strong risk-adjusted return potential relative to cash and fixed income investments.
Stable Value steps into the spotlight
Stable value offers the benefit of principal protection and potential superior risk-adjusted returns relative to cash and fixed-income investments.
Meet the team
Mesirow is an independent, employee‑owned firm, committed to independence and objectivity in delivering positive investment outcomes for recordkeepers, advisors, plan sponsors, and participants. Our investment consulting team is composed of seasoned, diverse, and highly-credentialed professionals.
CFA
CFA
Ph.D., CFA, CFP®, FRM®, ChFC®
CFA
Spark
A quarterly email that brings together insights from across the entire Mesirow organization, with perspectives on markets, sectors and investing in what matters.
Past performance is not indicative of future results. Any opinions expressed are subject to change without notice. Advisory Fees are described in Mesirow Financial Investment Management, Inc.’s Part 2A of the Form ADV. Advisory services offered through Mesirow Financial Investment Management, Inc. an SEC registered investment advisor. Securities offered by Mesirow Financial, Inc. member FINRA and SIPC. 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. © 2026, Mesirow Financial Holdings, Inc. All rights reserved.