Fiduciary protection   |    Flexibility to create custom line-ups    |    Freedom to focus on your clients

Your Investment Fiduciary Partner

An important part of running a sound practice is managing your time and your risk. Allow Envestnet Retirement Solutions to free up both by providing fiduciary support to your plan sponsors and their participants. Maximize your business, minimize your risk.

ERS SCORE™ METHODOLOGY: INVESTMENT MONITORING PROCESS

Plan Sponsors want independent and innovative fiduciary solutions delivered by their investment advisor. Powered by our leading technology, institutional-caliber research, and our dedicated and experienced staff, Envestnet Retirement Solutions can provide either investment management or advice on selection, monitoring, and reporting to plan sponsors.

 

ERS SCORE™ METHODOLOGY: INVESTMENT SELECTION PROCESS

The proprietary SCORE™ Methodology is used to evaluate all plan Designated Investment Alternatives (DIA) in each peer group used for Fiduciary Advantage™. The SCORE™ Methodology’s performance results are continually vetted and refined. We place a premium on managers with the following characteristics*:

  • Effective and consistent risk control
  • Efficient risk-return profile
  • Reasonable fee structure
  • Stability

Style
10%

Cost
10%

Organization
10%

Risk
35%

Execution
35%

The ERS SCORE™ Methodology - is a strict set of standards and a systematic process that plan sponsors can rely on to meet their fiduciary responsibilities in an easy-to-manage way.

*As of September 30, 2016. Weightings subject to change.

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