Investment Due Diligence

TKG will work with the retirement plan committee to develop and maintain the plan’s investment strategy, which is codified in an investment policy statement (IPS). We then utilize a team of Chartered Financial Analysts (CFA) to provide institutional quality research to evaluate investments and fund menus. The ScoreCard system provides a single point to measure and evaluate the general health of an investment, consisting of style, risk-return, peer group and qualitative analysis. The intended result is confidence that your plan’s investments are diversified, well managed, and meet the stated objectives of your investment policy statement.

Defined Benefit portfolios are evaluated with regard to liability models. Performing this analysis on a regular basis helps in to documenting compliance with Department of Labor guidelines and helps address fiduciary requirements minimizing exposure to fiduciary liability.

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