Page 35 - American Vision Partners
P. 35
Retirement
LockSMART: Investment review, monitoring, and
documentation
• Select and monitor plan investments • Propose alternatives
• Identify underperformers • Consistent with investment policy standards
01 Process summary
• 40 quarters of rolling returns
• Modern portfolio theory statistics
• Qualitative analysis of style, tactical allocation, and organizational strength
02 Desired result
• Identiies managers with consistent above-median performance and minimal bottom quartile
history
• Instills conidence with a documented selection rationale
03 Implementation and monitoring
• Delivers ERISA 3(21) or ERISA 3(38) iduciary advice
• Customizes monitoring process
American Vision Partners — Lockton: A collaborative Healthcare Practice review 35 Lockton Companies
LockSMART: Investment review, monitoring, and
documentation
• Select and monitor plan investments • Propose alternatives
• Identify underperformers • Consistent with investment policy standards
01 Process summary
• 40 quarters of rolling returns
• Modern portfolio theory statistics
• Qualitative analysis of style, tactical allocation, and organizational strength
02 Desired result
• Identiies managers with consistent above-median performance and minimal bottom quartile
history
• Instills conidence with a documented selection rationale
03 Implementation and monitoring
• Delivers ERISA 3(21) or ERISA 3(38) iduciary advice
• Customizes monitoring process
American Vision Partners — Lockton: A collaborative Healthcare Practice review 35 Lockton Companies
