Page 71 - DCAC December 2024 Files
P. 71
Managing a Prudent Due Diligence Process
Strategize
Investment Menu Best Practices Identify Asset Classes and Build the Investment Menu
• Consider sophistication and
other relevant characteristics
of participant group.
• Avoid redundancy … less is
more.
• Utilize objective, best-in-class
manager selection process.
• Include active and passive
management.
• Offer target date funds as
professionally managed
option.
• Consider fees and expenses.
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