Investment Analysis
Our investment philosophy focuses on key factors that will give you and your participants the best opportunity to achieve optimum long-term results.
Simplifying Investing
Decades of academic research demonstrates that forecasting global markets is a costly, low-probability strategy. Our approach offers plan participants an array of globally-diversified portfolios designed to maximize risk-adjusted return while optimizing the statistical probability for achieving their long-term objectives. Each professionally-managed asset mix has understandable risk/return characteristics and targets a specific investing time horizon.
AssuredPartners Investment Advisors assists plan sponsors in the development and maintenance of investment due diligence strategies. Our services include:
- Independent investment analysis
- Investment selection and monitoring
- Target date review, including comparison of outside target date options
- Investment Policy Statement development and implementation support
- Regular plan investment review
- Qualified Default Investment Alternative (QDIA) review
Blog
According to a recent survey by Goldman Sachs Asset Management and Syntonig, a behavioral research team concluded people who wind up with more retirement savings tend to share four behavioral...
The new Bitcoin ETFs (Exchange Traded Funds) now make it possible to get exposure to the cryptocurrency by proxy through funds that are traded like stocks on various US Stock Exchanges. Previously,...
Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It’s important to know the answers to these questions...