Investment Fund Analysis

 

Ensuring the presence of high-quality funds in a defined contribution plan is a key step to success. DeMarche Investment Fund Analysis utilizes our firms’s investment manager and asset allocation research to evaluate mutual funds and assist fund sponsors who provide a number of investment options to employees through not only a 401(k) plan, but also through a traditional pension plan or a corporate-owned life insurance plan.

In this process, DeMarche reviews quantitative data directly from external databases and the investment managers. Our experienced investment staff conducts a subjective review of the information and separates funds into “competitive” and “non-competitive” categories.

Also available at the clients’ request, competitively ranked funds may be examined more closely by the DeMarche Manager Review Committee. These funds are eligible for consideration for DeMarche’s “Approved” designation, our highest rating.

 

Institutional Investment Management Focus Team |  Investment Fund Analysis

Travis C. Newman

Senior Consultant

Ryan M. Pickert

Consultant, Client Development

Adam J. Strumpf

Senior Consultant

Whether you’re an Institution looking for investment services or a Manager looking to contribute to our research program, we’re here to help.