The Wright Group Inc. - Commercial Insurance & Employee Benefits

Independent Fiduciary Investment Review Process

We will help your organization choose the best funds for the qualified plan(s) via our proprietary investment review process and fund scorecard system.

Clients rely on our process to:

• ENHANCE investment opportunities
• MANAGE and control risk
• REDUCE exposure to fiduciary liability

Program Overview

Without a sound investment due diligence process, plan fiduciaries may be personally liable for poor employee investment returns. The Wright Group helps clients address these issues, from establishing the Investment Policy Statement to the ongoing selection, monitoring and recommendations of the plan’s investments.

The Scorecard(SM) System

Our investment fund review if fueled by the Scorecard(SM) System, which includes the ranking of a plan’s funds in approximately 14 asset classes. The scoring system is built around the pass/fail criteria, on a scale of 0 to 10 (with 10 being the best).

What makes our process leading-edge is that it employs a complete approach that takes into account risk adjusted return characteristics, style analysis, peer group rankings and various qualitative factors. This is very similar to what the largest and most advanced investment institutions in the world use, yet has been simplified so that if may be used for all of our clients, regardless of size.

“The Wright Group helps to protect plan fiduciaries from liability, while enhancing investment opportunities and helping participants achieve financial security. We are proud of our commitment to excellence, and invite you to see for yourself how our services make retirement plans better.”

—Bryan Wright
President