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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

ERS uses a strict set of standards and a systematic process for investment selection and monitoring.

 

ERS SCORE™ METHODOLOGY: INVESTMENT SELECTION PROCESS

The proprietary SCORE™ Methodology evaluates all plan Designated Investment Alternatives (DIA) in each peer group used for Fiduciary Advantage®. The ERS 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%

*As of December 31, 2018. Weightings subject to change.

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