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Investment Style Matters to 401k Fiduciaries

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401k investment style analysis

The 401k Investment Due Diligence report, a cornerstone deliverable to our plan sponsor clients, emphasizes investment style. In fact, 30% of an investment option’s score (which appears on our Scorecard) is style related. Investment style counts as much as what is derived from  risk/return components. During a 401k investment style analsysis, we look at the average manager [...]

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