This is the ideal solution for Plan Sponsors who simply need objective, quantitative data about their plan’s variable investment options. Leveraging quantitative modeling and data, AAG provides:

• A Basic Fund Performance Review report that informs Plan Sponsors of things such as performance benchmarking, risk-adjusted returns, total returns, expenses, manager tenure and more.
  
• Both risk-adjusted and total returns are used to gauge relative performance and determine whether a fund is above, neutral to or below the appropriate benchmarks established by AAG.
  
• The report also tracks the duration at which a fund has been below AAG’s benchmarks, giving the plan sponsor the tools to make educated investment decisions regarding their plan.
  
• A sample investment policy statement utilizing AAG’s benchmarks is also provided to assist the Plan Sponsor in establishing guidelines for the ongoing monitoring and evaluation of the available investment options.