Program Overview

Without a sound investment due diligence process, plan fiduciaries may be personally liable for poor employee investment returns. Cowden Associates, Inc. helps plan sponsors address these issues, from establishing the Investment Policy Statement (IPS) to the ongoing selection, monitoring and recommendations of the plan's investments.

Our investment fund review includes the ranking of a plan's funds in approximately 14 asset classes. What makes our process leading edge is that it employs a complete approach that takes into account risk adjusted return characteristics, style analysis, peer group rankings and various qualitative factors. This is very similar to what the largest and most advanced investment institutions in the world utilize, yet has been simplified so that it may be used for all of our clients, regardless of size or sophistication.

Highlights

• Investment Policy Statement
• Investment Analysis and Review Scorecard
• Fund Ranking Quarterly Market Summary 404(c)/404(a)
• Guidance