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Manager Selection - The Importance of Qualitative Analysis

EXECUTIVE SUMMARY

Communication technology has made it possible for more people to receive more information from more sources faster than any time in history. While more information may lead to better decisions, faster information does not necessarily justify making faster decisions.

Specifically, many studies show that a pursuit of the "hot fund" frequently results in below-average performance and above-average product turnover. Making appropriate decisions about investments depends on both the quality of information gathered and the thorough manner in which it is analyzed. Because plan sponsors and their investment advisers have fiduciary obligations, Principal Financial Advisors, Inc. has outlined considerations to use when making a qualitative analysis of defined benefit investment options.[1]

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[1]
Principal Financial Advisors, Inc. leverages the manager selection and monitoring process of Principal Life Insurance Company.

 

Principal Life Insurance Company, Des Moines, Iowa 50392-0001, www.principal.com

Insurance products, plan administrative services, and separate accounts which are available through a group annuity contract, are provided by Principal Life Insurance Company, a member of the Principal Financial Group® (The Principal®), Des Moines, IA 50392.

Principal Financial Advisors, Inc. is a registered investment adviser and member company of the Principal Financial Group.

© 2014 Principal Financial Services, Inc.
PQ7742A-03 | 05/2014 | t14051501iq

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