Prepared for Utah Higher Education Assistance Authority
Prepared for: Utah Higher Education Assistance Authority
Education Savings Service Models
Tiered offering to suit the needs of plan sponsors
As of September 30, 2020:
$121B AUM
Full Service - 4 Plans
•
38 states
• 41 college savings plans
•
6 prepaid tuition plans
•
9 ABLE plans
Contact Center
• Marketing Support
• Investment Management
- Investment policy consulting
- Asset allocation advice
- Portfolio construction
- Asset rebalancing
- Portfolio oversight
- Research and analysis
- Reporting
-
Conversion management
•
Investment Methodology
and Portfolio Accounting - 8 Plans
Investment Management
- Investment policy consulting
Asset allocation advice
- Portfolio construction
Asset rebalancing
- Portfolio oversight
Research and analysis
- Reporting
- Conversion management
Investment Only - 41 Plans
• Index
• Active
• Equity
•
Fixed income
• Cash Reserves
For institutional use only. Not for distribution to retail investors.
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