Investment Due Diligence

Improve employee outcomes and limit downside risk.

FBG utilizes a proprietary investment monitoring system. Our purpose is to enhance participant outcomes while helping employers manager risks and reduce fiduciary exposure.

      • Rigorous analytical inspection, combined with direct dialogue with investment managers to truly understand investment strategy
      • A proprietary process that incorporates a comprehensive, quantitative fund scoring system and a thorough qualitative review by the Investment Committee 
      • Access to Institutional Priced investment options
      • An investment scorecard with an easy to understand, 10-point scoring system