Bidart & Ross provides plan sponsors, trustees and fiduciaries with unbiased insight into all aspects of their invested assets, including performance, strategy, style, risk, and the charges associated with the fund, as well as particulars about investment firm stability and growth.

INFORMED SPONSOR Reports

Alternative Asset Class Mutual Funds Are Helping Defined Contribution Plans

By Annette Bidart, Bidart & Ross, Inc.

In 20 years of investment consulting practice, we’ve seen what works – and what doesn’t –in the retirement plan and endowment/foundation arenas. Our experiences on what makes for a superior Investment Committee are collected here.

To download the Informed Sponsor Report, please complete the subscription form.
You'll immediately receive the full Report, and be enrolled to receive the latest Informed Sponsor Reports as they are released.

Bidart & Ross, Inc.
Bidart & Ross provides plan sponsors, trustees and fiduciaries with unbiased insight into all aspects of their invested assets, including performance, strategy, style, risk, and the charges associated with the fund, as well as particulars about investment firm stability and growth.

As an independent advisor, Bidart & Ross is unaffiliated with any fund or investment provider. Managed directly by the firm’s three principals, James Ross, Annette Bidart and Michael Fleiner, Bidart & Ross delivers wholly objective counsel involving a sponsor company’s defined contribution and defined benefit plans, as well as investment consultation for public and private endowments.

For more on Bidart & Ross' principals and the firm’s unbiased brand of client representation, please visit Bidart-Ross.com.