As a plan fiduciary, your quarterly investment reviews shouldn’t consist of solely discussing how the plan performed, but instead, should entertain a two-way conversation in which both sides can gain access to innovative thinking.
Make sure your quarterly presentations weave a solid narrative that address these critical questions:
Powered by analysis behind thousands of performance reviews, we’ve outlined the best ways to answer these questions, plus a few additional tips on suggesting which data can be used to tell a compelling story.
Download the guide and learn which key factors will help you make the most out of your quarterly investment review.