Informed Sponsor Reports
The partners and analysts at Bidart & Ross, Inc., have written comprehensively on a number of investor topics. Please browse these papers and download those subjects that you are interested in. There is no charge for the Informed Sponsor Report downloads.
Successful Investment Committees – Proven Structures and Best Practices
Download this complete Informed Sponsor Report PDF
The Investment Policy Statement - Time For The Annual Check-Up
Download this complete Informed Sponsor Report PDF
The Evolution of Target Date Funds: The Benefits of Custom Asset Allocation While Minimizing ‘Future Regret’
Download this complete Informed Sponsor Report PDF
Revenue Sharing: The Pros and Cons of Using This Popular Cost-Shifting Approach
Download this complete Informed Sponsor Report PDF
An Argument for Commodities and What To Be Aware Of from Different Investment Options:
Many institutional investors have been considering adding investments to commodities to enhance portfolio diversification – but why?
Download this complete Informed Sponsor Report PDF
Upfront Scrutiny Reveals Stability of Stable Value Fund Assets:
Asking the right questions is the key to ensuring your Stable Value Fund remains stable
Download this complete Informed Sponsor Report PDF
Hiring An Investment Consultant:
Straight talk and no strings attached make the independent advisor an invaluable asset
Download this complete Informed Sponsor Report PDF
The 401(k) could rule the future of defined plans.
Long live the (k)ing!
Download this complete Informed Sponsor Report PDF
Potential Time Bomb: What's Your Committee’s Appetite for Risk?
Download this complete Informed Sponsor Report PDF
No Longer Solely for the Major Players, Alternative Assets Diversify for Long Term Stability
Download this complete Informed Sponsor Report PDF
5 Best-Practice Steps for Evaluating Fund Managers
Download this complete Informed Sponsor Report PDF
401(k) Plan Costs: What Fiduciaries Need to Know
Download this complete Informed Sponsor Report PDF
A Fiduciary's Guide to the Due Diligence Decision-Making Process
Download this complete Informed Sponsor Report PDF
Bidart & Ross: A Completely Independent Financial Ally
Download this complete Informed Sponsor Report PDF
Taking Your 401(k) Plan Out to Bid: Developing an RFP
Download this complete Informed Sponsor Report PDF
What Should a Truly Objective Investment Review Include?
Download this complete Informed Sponsor Report PDF