RVK Receives a Coalition Greenwich Quality Leader Award!

RVK is proud to announce that for a SIXTH consecutive year, we are 1 of 3 firms in the Overall U.S. Investment Consulting “large consultants” category to receive a Coalition Greenwich Quality Leader award!

Coalition Greenwich issued the award on April 25, 2023, based on their February through November 2022 study. No direct or indirect compensation has been paid by RVK in connection with obtaining or using this 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:

  1. Understanding of Client Goals and Objectives
  2. Advice on Long-term Asset Allocation and Liability Issues
  3. Advice on DC Plan Structure and Design
  4. Communication of Philosophy and Investment Beliefs
  5. Proactive Advice and Innovative Ideas
  6. Client Satisfaction with Manager Recommendations
  7. Usefulness of Written Investment Reviews
  8. Sufficient Professional Resources
  9. Credibility with Investment Committee or Trustees
  10. Capability of Consultants Assigned to Clients
  11. Responsiveness and Prompt Follow-up on Client Requests
  12. Timeliness in Providing Written Reports
  13. Usefulness of Personal Meetings
  14. Reasonable Fees Relative to Value Delivered

To read the Coalition Greenwich press release, please click here: https//lnkd.in/eu7WjqVq