Services

Risk-Based Asset Allocation Models
Our risk based asset allocation models are designed to help our clients manage risk and maximize return by diversifying across a comprehensive set of asset classes.

Fiduciary Partnership
The Mesirow Financial Fiduciary Partnership service can help to make your plan sponsors' fiduciary duty more manageable.

Target Maturity Portfolios
Target maturity portfolios provide a simple investment strategy for retirement plan participants who are unsure about how to best select investments that provide diversification across asset classes.

Retirement Income Solution
The Investment Strategies Division at Mesirow Financial has developed a retirement income framework that seeks to optimize both the product allocation and asset allocation for traditional investment products and advanced retirement income products.

Manager Search and Due Diligence
Institutions often look for assistance in finding appropriate funds from independent third parties like Mesirow Financial's Investment Strategies team.

Alternative Allocation Strategies
Mesirow Financial Investment Strategies has developed an alternatives optimization procedure that does not rely on some of the key assumptions that limit the usefulness of traditional methods when dealing with alternatives.

Stable Value Product Due Diligence
The independent due diligence experts at Mesirow Financial provide a detailed due diligence report on various stable value products used widely in retirement plans.