ManagedPlan’s investment managers typically
allocate a client's assets among various mutual funds and
other investments. Once the portfolio is constructed, the
investment manager provides continuous supervision and rebalancing
of the portfolio as changes in market conditions and Plan
circumstances may require.
Investment managers typically provide Plan sponsors with
five or more investment strategies each with a different
investment horizon and risk and reward criteria, which are
made available to Plan participants as investment options
under the Plan. Investment managers provide a recommended
list or model (“Portfolio”) of Funds to implement each of
the investment strategies selected by the Plan sponsor and
made available to Plan participants, as well as historic
performance information for each Portfolio available.
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