Client Sign In
Plexus Plan Sponsor℠
Plexus Plan Sponsor Group, Inc. offers plan sponsors, mutual funds, insurance companies and fund-of-fund managers an objective way to examine the entire trading process, from stock selection through implementation, devoid of conflicts or hidden agendas. As a Registered Investment Advisor and independent consultant, Plexus Plan Sponsor Group’s services are designed to help clients enhance fiduciary capabilities, establish best practice policies and control fund costs. These services include:
Plexus Sponsor Monitor™ and Plexus Fund Monitor™
The Plexus Sponsor Monitor and Plexus Fund Monitor services offer clients an independent assessment of their managers’ underlying execution efficiency as measured against proprietary benchmarks. The services measure, monitor and manage the execution quality of the client’s underlying managers, funds or sub-advisors to minimize loss due to transaction costs.
The Plexus Sponsor Monitor and Plexus Fund Monitor services break down costs and provide detailed diagnostics on commissions and market impact, as well as opportunity costs. Just as important, the Plexus Sponsor Monitor and Plexus Fund Monitor services highlight the impact these costs have on manager and sub-advisor returns.
Transition Evaluations
A comprehensive consulting engagement that provides plan sponsors with the preparation and oversight capabilities to boost efficiency in manager transitions as well as evaluate the results.
For more information e-mail us at info@itg.com or click here for regional contact information.