Find and Change Managers

Find and investigate potential new managers and understand how they fit within the plan, and evaluate the impact of proposed adjustments to the asset allocation of the plan.

Change Managers Within Your Plan

When changing managers, you need to understand what  the effect will be to the overall plan before you execute your manager changes. Leverage FactSet's “what if” tool to determine the effect a new manager allocation may have on the overall portfolio before you execute any change, ensuring that you have a full understanding of every decision.

Search for New Managers

FactSet’s fund screening lets you easily identify new managers to add to your plan. Search within manager universes provided by PSN, RogersCasey, eVestment Alliance, Russell, HFR, Morningstar, or Lipper