Pension Plans

Focus on Customized Solutions

We have extensive experience designing customized solutions and managing assets for public, private and Taft-Hartley pension plans. These solutions reflect our deep understanding of the challenges facing pension plans and the needs of our clients, as well as our extensive experience in the financial markets.

 

Broad Range of Investment Strategies

The solutions we develop may utilize a broad range of investment strategies that involve multiple asset classes. Our solutions are designed to achieve specific client objectives, such as enhancing the returns of a plan’s risk-seeking allocation or to effectively hedge the plan’s liability interest rate and credit spread risk sensitivities.

Our strategies leverage the following:

 

Investment Philosophy

Our strategies reflect a high level of customization, a strong emphasis on proprietary investment research and fundamental analysis, as well as the optimization of portfolio returns through strategic asset allocation. We use award-winning proprietary software along with a deep understanding of a plan’s objectives and liabilities to develop appropriate allocations to various asset classes.