Investment Policy Monitoring Methodology

The Investment Policy Monitoring Methodology document describes the systems and procedures CAPTRUST uses to monitor and evaluate the investment vehicles in your plan/account on a quarterly basis. These monitoring systems are based on quantitative and qualitative measures and tie back to the guidelines and objectives established for investments in your plan/account’s Investment Policy Statement.

Click on the link below to view or download the current Investment Policy Monitoring Methodology document:

• For CAPTRUST Defined Contribution Clients
• For CAPTRUST Defined Contribution Clients with Managed Account Portfolios (MAPs)
• For CAPTRUST Non-Qualified Deferred Compensation Clients
• For CAPTRUST Pension, Endowment, Foundation, and Other Asset Pool Clients

CAPTRUST will update this document as needed based upon changes in the market. The current as of date is noted in the document. If you have any questions about CAPTRUST’s Investment Policy Monitoring Methodology document or its contents, please contact your financial advisor at 800.216.0645.