Choosing and monitoring the appropriate investments offered in your plan is a serious fiduciary task,
as it can impact a participant’s retirement experience. Anthem Financial Services’ members provide independent investment analysis to assist you with this important responsibility.Market volatility makes it critical for retirement plan sponsors and fiduciaries to develop and maintain investment due diligence procedures and supporting documentation.  Anthem Financial Services will work with the retirement plan committee to develop and maintain the plan's investment strategy, which is codified in an investment policy statement. This investment policy statement is used as a guide to evaluate your current investment offerings, measuring them against applicable indices, your existing provider's complete menu and the broader universe of investment options. The result is confidence that your plan's investments are diversified, well managed, and meet the stated objectives of your investment policy statement.Anthem Financial Services provides this comprehensive analysis by utilizing multiple tools, including MPI Stylus's Style Advisor, one of the most robust investment analytical tools available. Each investment is evaluated by more than a dozen different and objective analytical measurements, including:Style: Correlation & Style DriftPerformance: Excess Return & Tracking ErrorRisk-Return: Standard Deviation, R-squared, Alpha, Beta & Sharpe RatioManager Tenure/ExperiencePerforming this analysis on a regular basis is essential to documenting compliance with Department of Labor guidelines and minimizing exposure to fiduciary liability.Investment Due DiligenceIIII
Investment Due Diligence

Choosing and monitoring the appropriate investments offered in your plan is a serious fiduciary task, as it can impact a participant’s retirement experience. Anthem Financial Services  provides independent investment analysis to assist you with this important responsibility.

Market volatility makes it critical for retirement plan sponsors and fiduciaries to develop and maintain investment due diligence procedures and supporting documentation.  Anthem Financial Services will work with the retirement plan committee to develop and maintain the plan's investment strategy, which is codified in an investment policy statement. This investment policy statement is used as a guide to evaluate your current investment offerings, measuring them against applicable indices, your existing provider's complete menu and the broader universe of investment options. The result is the confidence that your plan's investments are diversified, well managed, and meet the stated objectives of your plan.

Anthem Financial Services provides this comprehensive analysis by utilizing multiple tools, including MPI Stylus’software, one of the most robust investment analytical tools available. Each investment is evaluated by more than a dozen different and objective analytical measurements, including:


• Style: Correlation & Style Drift
• Performance: Excess Return & Tracking Error
• Risk-Return: Standard Deviation, R-squared, Alpha, Beta & Sharpe Ratio
• Manager Tenure/Experience

Performing this analysis on a regular basis is essential to documenting compliance with Department of Labor guidelines and minimizing exposure to fiduciary liability.

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