Outsourcing Your ERISA Liability to Brightscape
Brightscape Investment Centers, Inc. is a Registered Investment Advisor (RIA) and is
uniquely qualified to
assume your investment related ERISA liability.
Brightscape has:
- Managed over $100 million in pension assets
- Developed model investment portfolios for 20,000 401(k) plan participants
- A low risk investment philosophy rooted in modern portfolio theory
- Vast experience creating Investment Policy Statements
- A chief investment officer, Eric Weiss, who has studied with Nobel Prize winning economists at Columbia University and the
University of Chicago; and who is now, in addition to his investment duties at Brightscape, an Adjunct Professor of Finance
Deliverables:
- Defined Contribution Plan Report which helps to relieve your
investment related ERISA liability by highlighting:
- Percent and quartile rankings for your plan's funds
- How well your funds performed vs. their benchmarks
- How risky your funds were vs. their benchmarks
- How expensive your funds are compared to other funds in their category
- Your total plan cost as a percent of assets compared to ERISA guidelines
- The stewardship grade for your funds or how your funds are ranked on issues such as: board quality, manager incentives
and corporate culture
- "Style drift" for your funds, which measures whether your funds are investing consistently vs. the fund's objective as
stated in the prospectus
- The degree to which your funds move up or down together, i.e., whether they are diversified
- How concentrated is underlying stock ownership of the plan's funds
- Investment Policy Statement to reduce plan trustee liability by outlining the parameters for selecting investments
for the plan:
- Permitted plan asset classes
- Permitted plan investments
- Risk-return guidelines for plan investments
- Expense guidelines for plan investments
- Investment style parameters
- Stewardship guidelines for plan investments
"Integrity, Truth and Trust"
Copyright © 2010 Brightscape, Inc. All Rights Reserved.
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