On April 25, 2023, RVK was named a 2022 Coalition Greenwich Quality Leader, based on Coalition Greenwich’s February through November 2022 study. RVK was 1 of 3 firms named in the Overall U.S. Investment Consulting “large consultants” category. The 2022 award represented our firm’s SIXTH consecutive year receiving such an award. No direct or indirect compensation was paid by RVK in connection with obtaining or using the award.
Coalition Greenwich is an industry-recognized independent third-party firm that conducts a study of plan sponsors and asks them to rate their consultants on the following metrics:
- Understanding of Client Goals and Objectives
- Advice on Long-term Asset Allocation and Liability Issues
- Advice on DC Plan Structure and Design
- Communication of Philosophy and Investment Beliefs
- Proactive Advice and Innovative Ideas
- Client Satisfaction with Manager Recommendations
- Usefulness of Written Investment Reviews
- Sufficient Professional Resources
- Credibility with Investment Committee or Trustees
- Capability of Consultants Assigned to Clients
- Responsiveness and Prompt Follow-up on Client Requests
- Timeliness in Providing Written Reports
- Usefulness of Personal Meetings
- Reasonable Fees Relative to Value Delivered
To read the Coalition Greenwich press release, please click here: https//lnkd.in/eu7WjqVq