True Open Architecture

OPEN ARCHITECTURE
Because Newport has no proprietary investment managers, the plan is not subject to any pre-determined proprietary fund requirements. Sponsors are afforded the broadest possible choice in determining which asset managers to offer across all asset classes.

A PRUDENT PROCESS
Our comprehensive suite of investment services provides active oversight and management through every phase of the investment process, including creating an investment policy statement, constructing an investment menu, monitoring and replacing funds, and reporting results.

REDUCED FIDUCIARY RISK
Newport is committed to assisting plan sponsors in meeting their fiduciary responsibilities. In fact, we can act as co-fiduciary for the investment advisory services we provide—sharing fiduciary responsibility with the sponsor. Newport’s professional guidance and oversight of the plan’s investments help control risk by establishing clear criteria for selecting and monitoring fund managers. Our process focuses on the quantitative and qualitative measures that suggest consistency of risk and return characteristics versus peers and benchmarks.

RISK-BASED MODEL PORTFOLIOS 
Plan participants have the option of constructing their own asset allocation strategies, or utilizing Newport’s industry-leading model portfolios. Using the managers included in the plan’s investment menu, these pre-constructed allocation strategies span the risk spectrum from conservative to aggressive and include exposure to all major investment styles. Our model portfolios are custom-designed for every plan we consult on or administer by Newport’s dedicated investment consulting staff.

QUARTERLY INVESTMENT MANAGER REVIEW 
At the end of each quarter, Newport issues its highly regarded Quarterly Investment Manager Review. Providing our clients with both a high-level market perspective and detailed customized analysis of their investment performance, the Review includes reports on the managers in the plan, performance data, and informed commentary.