Fisher Investments Personalized Retirement Outcomes (PRO) is a next-generation retirement managed account solution created to help improve retirement outcomes for participants and their plan sponsors.
PRO Participants receive the benefit of actively managed investment funds advised or managed by Fisher Investments' tenured Investment Policy Committee (IPC) allowing for cohesive and effectively communicated management in addition to providing risk controls if we forecast a change in market conditions.
Available to a retirement plan as either an affordable Qualified Default Investment Alternative (QDIA) or as an additional positive election option.
PRO utilizes information automatically provided by the recordkeeper to implement and monitor personalized asset allocations for each individual participant without requiring engagement.
PRO offers an easy-to-use online portal for participants who would like the option to better understand their retirement outlook and provide additional information (such as spousal age and outside income) that could further refine their personal asset allocations.
PRO’s consistent and streamlined approach to portfolio construction provides participants diversification without complexity and allows for plan sponsors and their retirement advisors easy benchmarking capabilities.
PRO QDIA® is a new option for retirement plans. This solution is designed as a better alternative to Target Date Funds. Participants can now be defaulted into an asset allocation that is better tailored to their personal situations based on more data points than solely their age. If you’d like to find out more about how you can help better prepare your employees for retirement please reach out to us.
©2021 Fisher Asset Management, LLC, doing business as Fisher Investments. All Rights reserved. Investing in stock markets involves the risk of loss. Intended for use by employers considering or sponsoring plans; not for use by plan participants.