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. 

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, or Lipper.

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. FactSet provides “what if” tools that will let you examine the effect that new manager allocations will have on the plan. Understand the full impact on your plan before making changes.