How Does Fisher\SMB Select Funds for a 401(k) Plan?
Fisher\SMB™ analyzes more than 25,000 funds to find the best options for our fund lineup and provides rigorous ongoing fund monitoring. This is what client-first thinking and superior fund management can do.
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Dots and Title appear. “25,000+ initial fund possibilities
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Funnel Builds from top down, swipe from right, then text appears next to section. “Category Selection” is written on the first section of the funnel. “Select appropriate investment strategies” appears next to the funnel.
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The background builds leading to next section of funnel, text appears on the right and continues until funnel is built
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Continuous Process Review appears and starts to rotate counter clockwise. The title of each section of the funnel read “Active or passive”, “Fund analysis” and “FIT Review”. Next to each read respectively, “Add value thorugh active or passive management,” “Identify best-in-class funds,” and “Curate a fund lineup to meet client objectives.
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Dots animate and fall through the funnel
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“Select Funds” Appears at the bottom of the funnel and hangs on balls falling for 5 seconds
