As a leading consultant to 529 college savings plans, Evaluation Associates has extensive experience in building and reviewing college savings programs. We have developed proprietary 529 peer universes for fund comparisons in various asset classes and styles.
Client solution highlights
Our work with college savings programs includes:
- developing peer universes for all styles and asset classes
- selecting and monitoring funds and managers, including peer comparisons
- designing investment programs and soliciting vendors
- reviewing asset class spectrums
- feasibility studies
- analyzing 529 marketplace developments and trends
- legislative and contract review
- assisting in contract negotiations and program implementation
As a leading consultant to 529 college savings plans, we have extensive experience in building and reviewing college savings programs. We have developed proprietary 529 peer universes for fund comparisons in many asset classes and investing styles.