Key to a prudent fiduciary process is the ongoing investment review and plan monitoring program. Our consultants present our evaluation and review the fund performance with your Investment Committee quarterly. The fund performance summarizes quantitative and qualitative factors, peer comparisons, investment category rankings, and custom benchmark and market index comparisons.
Proprietary Scoring System
Our proprietary scoring process measures fund quality and synthesizes volumes of financial data into clear, concise summary information. Every member of your Investment Committee understands and has the confidence that they are making informed decisions.
User-Friendly Reports
We customize presentations to meet your specific level of detail and format. Our user-friendly Committee reports take complex statistics and deliver an investment review that flags priority issues for your Committee to address.
Meetings
Our consultants meet quarterly with your Investment Committee and proactively hold ad hoc meetings during uncertain markets.
Performance Measurement
As your retirement plan advisor we help you understand the factors that influenced the investment performance. We measure fund performance, attribution, manager success and value-added, risk controls, volatility, consistency of performance, use of leverage and derivatives, and soundness of the strategy. We monitor qualitative issues relating to the management stability, research quality, discipline, and potential conflicts of interest.
We compare all investment short-term and long-term performance against relevant market benchmarks, style indexes and peer group universes.
Trends and Developments
Bridgebay monitors the funds and their parent companies developments that may impact your plan's performance and client service. Regulatory, legal, and market developments in the institutional retirement market are reported to your Committee ongoing.
Proactive Watch
Our constant vigilance of plan investments meets your fiduciary requirements. We have a prescribed criteria and prudent procedure for proactively tracking, watch listing, and replacing funds.
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