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Investment Due Diligence

Bridgebay evaluates the overall fund menu to ensure that the asset classes are well represented, cost effective and provide a broad range of funds including actively managed and indexed funds that will ensure participant success. At all times, we ensure that all investments in the plan are consistent with the plan’s investment policy statement (IPS).

We evaluate the fund selections relative to the plan’s unique characteristics such as asset size, number of participants, demographics of participants, cash flows and additional retirement benefits offered by the plan sponsor. Often, participants have a preference for socially responsible investments and green funds.

The analysis focuses on the most cost effective structure that optimizes asset allocation for participants yet considers the administrative aspects of managing the plan efficiently.

Bridgebay’s institutional, investment due diligence is based on our proprietary research prepared by our team of Chartered Financial Analysts (CFA) and experienced investment professionals that have been institutional fixed income and equity portfolio managers. Their institutional quality research on investments and fund menus is well-documented and presented to your Committee.
Fund Selection Process

 
Bridgebay Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200

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