Selecting investment vehicles for your plan entails a series of decisions:
- What type of investment vehicle should be used (e.g., institutional or retail mutual fund, collective fund, separate account, etc.)?
- What asset classes should be represented?
- What investment management style(s) should be reflected within each asset class?
- Which fund(s) should be selected to represent asset classes and management styles?
SCLC can help you with every aspect of the investment selection process. We will address each of these issues, and ensure that you have a rational, defensible procedure for determining which funds are most appropriate for your employees’ unique needs.