GroupGroupBuck_BondGroup

Investment solutions designed to improve outcomes and manage risk

Your investment strategy relies on market insights, tools, modellers, and performance monitoring to make sure you are optimizing your plans for success.

Do you need forward-looking solutions supported by independent, unbiased advice?

 

Managing investment risk is complex

In today’s risk-aware environment, investment decisions and plan design are critical for driving optimal outcomes for your plan participants and your organization’s bottom line. We can help you analyze your retirement program’s investment structure and financial strategies to ensure they align with your organization’s strategic intent for the plan.

Whether serving as an investment advisor or an outsourced chief investment manager (OCIO), we support complete oversight for your defined benefit (DB) or defined contribution (DC) plan. From design and implementation to ongoing evolution, we help manage all aspects of your retirement plans – administration, expenses, governance, and investments – to help you manage your programs and help your participants reach their financial goals.

Our highly specialized investment team considers every facet of your situation. And, as an independent investment advisor, we do not offer proprietary investment products and services. Rather, we provide a transparent fee structure and select the investment options and plan solutions designed to meet your unique goals.

How we can help

Investment strategy

We work with you to capture your goals, risk tolerance, return needs, and time horizon in an Investment Policy Statement that guides further investing. Our compliance program and benchmarks evaluation, selection of, and due diligence on, investment managers and vendors, and a variety of proprietary portfolio analytics make sure the investment strategy continues to meet your original objectives.

Manager research and selection

You rely on an investment manager to understand your priorities and objectives so that they can effectively execute your strategy. Our advisors ensure that the selected investment managers — along with their investment philosophies — help you meet your goals by developing a funding strategy that considers timing, amount of plan cash, and accounting costs.

Investment performance management

We consistently monitor plan performance and risk relative to your objectives, evaluate your compliance program and benchmarks, and analyze the style of your fund manager along with other portfolio analytics to make sure your programs continue to meet your original objectives.

Asset liability modeling (ALM)

From streamlined analyses to fully customized and comprehensive studies, we offer a variety of modeling solutions to provide you with the individualized analysis necessary to make sound asset allocation decisions.

Timely, reliable market updates

You know market volatility is impacting your retirement plans, but you need to know how. Instead of using rule-of-thumb estimates or constantly requesting updates, our daily funded status dashboard puts key metrics at your fingertips for your defined benefit plan. Your personalized online dashboard lets you see how markets impact your plan at a glance. View funded status, asset values, liability values, and discount rates. All are updated daily, so you always have access to real-time, accurate information.

Glide path development

With our state-of-the-art asset liability model and the outsourced GEMS® (General Economy and Market Simulator) capital market simulations, we can compare your current investment strategy — one that’s often static without recognizing pension plan dynamics — to a dynamic investment approach.

Outsource your investment management

Our full-service delegated Outsourced Chief Investment Officer (OCIO) solution combines effective risk management with opportunities for better outcomes on your DB and DC plans. We offer proprietary asset allocation models, unique risk adjusted performance measures, daily asset and liability monitoring, and efficient portfolio management.

Contact us to learn more

For Institutional Investor use only.