Resources

Thought leadership with plan fiduciary education in mind

Fee Compression: Five Ways Providers Monetize Recordkeeping
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Fee Compression: Five Ways Providers Monetize Recordkeeping

Generally, we believe there are five areas where recordkeeping vendors have tried to monetize their relationship with retirement plans: proprietary investment management, managed accounts, IRA rollovers, cross-selling retail financial products, and annuitization. In this paper, we take a closer look at each of these five approaches.

Investment Manager Selection for Actively-managed Funds
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Investment Manager Selection for Actively-managed Funds

In this paper, our investment analysts delve into how Multnomah Group conducts the investment manager due diligence that underlies our actively-managed fund recommendations. We cover how we construct actively-managed investment menus and evaluate investment management teams, philosophy and process, and portfolio construction and risk controls.