The goal of the MCG Fiduciary Services program is to streamline the investment process and maximize returns of benefit funds through a more efficient, professional process that includes focused and consistent oversight. Given the increasing complexity of the investment landscape and regulatory environment, MCG’s Fiduciary Services program allows Trustees to rely on the expertise of a dedicated, full-time investment team, and thus more efficiently and effectively administer plan assets.
MCG assumes the role of Named Fiduciary, becoming responsible for the asset allocation decisions and investment manager selection, integrating guidance from trustees,. These decisions are made by a team of seasoned industry and firm veterans, the Fiduciary Services Management Committee, consisting of MCG’s senior leadership.
MCG utilizes its considerable resources and collective expertise to research and make thorough and informed decisions for its clients. These decisions are implemented in a timely manner to gain maximum advantage. MCG is nimble enough to move into new opportunities - or out of sub-optimal situations - in a fraction of the time normally required when in a traditional consulting role.
MCG's Fiduciary Service takes responsibility for managing the complete investment program of the entire fund, including:
- Asset Allocation Decisions
- Manager Structure
- Manager Selection
- Ongoing Monitoring of Assets, Managers and Custodian
- Asset Rebalancing
- Legal Review Support
- Monthly Reporting
- Proxy Voting
- Implementation of Value Added Services
- Special Projects
