JMW's Level III Reports are designed for fiduciaries examining the suitability of asset management proposals both within and outside of the settlement.

Although fiduciaries bear duties not to incur excessive risk or expense on behalf of their wards, the increasing sophistication of structured settlement, trust, and retail asset management strategies and products makes it difficult for them to ascertain precisely what risks and expenses are being incurred.

JMW's Level III Reports help extract critical risk and expense information so that fiduciaries can make informed decisions - and document that they have done so.