2025
3(38) Investment Manager Survey

3(38) Selection Process

3(38) Selection Process

Most Important Factors in Selecting 3(38) Provider

Responses are ranked from 1 (most important) through 7 (least important)

Experience and track record 2.2
Cost of services 3.2
Industry reputation 3.6
Level of communication and reporting 4.1
Breadth of investment options 4.2
Previous work with service provider 4.2
Other 6.7