Participant Managed Accounts

Fisher Investments Personalized Retirement Outcomes (PRO) is a next-generation retirement managed account solution created to help improve retirement outcomes for participants and plan sponsors, while allowing plan advisers to offer a uniquely personalized investment experience.

The PRO Difference

PRO participants receive the benefit of actively managed investment funds advised or managed by Fisher Investmentsโ€™ Investment Policy Committee (IPC).

This helps allow for cohesive and effectively communicated management. Our actively managed funds can also help provide risk controls if we forecast a change in market conditions.




PRO Benefits Participants and Plan Sponsors




Accessible as a Default or Opt-In Solution:

Available to a retirement plan as an affordable qualified default investment alternative (QDIA) or as an additional election option for participants.

Personalized Participant Allocations:


Personalized participant allocations: PRO provides personalized asset allocations for each individual participant, using information provided by the recordkeeper. PRO implements and monitors personalized asset allocations without requiring participant engagement.

 
 
Streamlined Benchmarking:

PRO’s consistent and streamlined portfolio-construction approach gives participants diversification without complexity. Our approach allows easy benchmarking capabilities for plan sponsors and their retirement advisors.

Easy Engagement:

PRO offers an easy-to-use online portal for participants who would like a better understanding of their retirement outlook. Participants can easily provide additional information (such as spousal age and outside income) that could further help refine their personal asset allocations.



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A Better Alternative for Participants and Employers

PRO QDIAยฎ is a new option for retirement plans, designed as a better alternative to target date funds. The PRO QDIAยฎ allows you to offer participants a better default investment option, providing an asset allocation tailored to their personal situations rather than solely their age.

If youโ€™d like to find out more about how you can help better prepare your employees for retirement, please reach out to us.

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Personalized Retirement Outcomes (PRO) Overview

Learn more about all the advantages of Fisher Investments PRO for both participants and plan sponsors in this free detailed guide.

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Contact Us

Give our knowledgeable team a call today to learn more.

1-800-550-1071

Contact Us Today