A PRUDENT INVESTMENT PROCESS

The key to effectively managing fiduciary liability is establishing and following a prudent process. Newport helps put such a process in place, by:

• taking time to understand the plan sponsor's culture and the objectives of the plan

• designing and implementing an investment policy statement

• constructing an investment menu diversified by asset class and investment style

• designing and managing asset allocation tools

• continuously monitoring each manager against the criteria specified in the IPS

• creating and delivering comprehensive reporting

• removing and replacing investment managers as needed

Learn more about our prudent investment process by selecting each of the individual steps below: