Professional Evaluation
A dedicated team of investment and financial professionals in our Investment Products Group (IPG) oversees the selection of the funds in our diversified investment platform. The Investment Selection Evaluation System (ISES) is a three-step process that subjects funds to rigorous review using both qualitative and quantitative analysis.Step One: Initial Review and Selection
Identify funds that have demonstrated solid performance of returns, along with lower management fees.
Step Two: Comprehensive Analysis
Our IPG looks for well-managed, quality funds with a track record of long-term performance.
Step Three: Monitor and Review
Our investment platform’s performance is monitored regularly. Funds that fall below our established criteria are placed on a Watch List that subjects them to a higher level of monitoring and may subsequently be removed from our investment platform.
Ameritas Retirement Plans is a division of Ameritas Life Insurance Corp., a UNIFI Company. Each UNIFI Company is solely responsible for its own financial condition and contractual obligations. For more information about UNIFI Companies, visit UNIFIcompanies.com. Ameritas Life Insurance Corp. is not licensed to do business in New York.
