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, and our extensive experience in the financial markets.
Broad Range of Investment Strategies
The solutions we develop for our clients may utilize a broad range of investment strategies that involve multiple asset classes. These strategies and solutions are designed to achieve very specific client objectives, such as to enhance the returns of a plan’s risk-seeking allocation or to effectively hedge the plan’s liability interest rate and credit spread risk sensitivities. The strategies we have created leverage our broad capabilities – see Investment Expertise for details.
The strategies we develop for our clients typically reflect a high level of customization, a strong emphasis on proprietary investment research and fundamental analysis, and the optimization of portfolio returns through strategic asset allocation. We utilize award-winning proprietary software and our deep understanding of a plan’s objectives and liabilities in developing the appropriate allocations to various asset classes.