Human Resources

Specialty Services

Master Trustee/Custodian Evaluation

To help companies choose a master trustee/custodian, Aon Hewitt Investment Consulting follows the same careful path we use when evaluating the investment manager community.

We are able to maintain an up-to-date database of qualified providers through ongoing research and continuous evaluation of master trustees and custodians used by our clients.

  • When conducting a master trustee/custodian search, we typically:
  • Issue requests for proposal and evaluate the responses
  • Prepare a comprehensive report detailing the strengths and weaknesses of each candidate
  • Present our findings for client review

We also help clients prepare the agenda for finalist presentations, coordinate on-site visits (as necessary), provide insight on fees, and serve as a resource during the transition period.