Plan Investment Analysis

As you’re probably judged in part on the return on investment of your work, why should your plan’s investment monitoring be any different? While pension law says that you will be judged on your investment process, is it not also prudent to include performance output as part of the process?

Meeting fiduciary responsibilities along with your investment analysis can be a complex process. At Greystone Capital, we act as an investment watchdog continually reviewing fund selection, fees and performance. We conduct detailed and independent plan reviews of plan investments, providing monitoring reports and investment reviews along with specific recommendations to help keep plans in compliance and the investments profitable. We help manage risk by assisting in the development of formal investment policy statements, establishing clear criteria for selecting and monitoring investment managers, and installing comprehensive fiduciary processes that include developing committees to oversee investments, education and the overall efficiency of the plans.