CGI operates as an independent plan advisor not a broker. This means you will receive unbiased and honest investment advice targeted to your organization and plan’s goals.

CGI actively monitors the investment menu on a quarterly basis using a thorough and objective investment monitoring system. Fund Monitoring reports are generated in house, sent out quarterly and reviewed with your investment committee as part of our consistent fund monitoring process.

Quarterly reporting includes, investment score, performance and recommended action for each investment.  All investment decisions are documented.

 

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