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The CBIZ Investment Process:
4 Pillars
1.
Investment menus should be “built for the masses” and prioritize simplicity
while still offering a wide variety of choice.
2.
Defined contribution plans should offer actively managed, passively managed
(index), and target-date/risk-based investment options.
3. Investment management costs are a major predictor of long-term performance
and should be minimized to the extent possible.
4. Investment managers should be evaluated over full market cycles.
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