Defined Benefit Plan Investment and Risk Management

Combined, our investment advisors and portfolio managers have more than 100 years of market experience that spans more than three full market cycles. Our experience is invaluable in providing strategic and tactical asset allocation guidance to our clients and enables us to provide a steady hand during periods of market turbulence.

We offer a comprehensive suite of services to our defined benefit pension plan clients, including:

  • Return objective & risk tolerance consulting, including developing or updating an investment policy statement
  • Strategic asset allocation consulting
  • Investment portfolio construction, management, and review
  • Portfolio risk management
  • Tolerance band portfolio rebalancing
  • Tactical investment consulting and positioning
  • Portfolio cash flow management and financial planning
  • Performance measurement and benchmarking to indices
  • Customized account review process, including quarterly reporting and review meetings