About Pension Management
A stated investment policy will help to dictate a client’s preferred asset allocation model and investment objectives.
Once an investment model is determined, a client’s stated goals and risk tolerance will help determine which investments are chosen during the asset allocation process.
Liquidity of assets is often very important during the initial stages and discussed as a key component in any asset allocation model.
Once the invest policy and asset allocation models are determined, we will begin to review possible investment choices in each asset class or sector. This may include seeking out investment managers or alternative and institutional investments offered specifically to pension or endowment clientele. Each investment will take into consideration negotiated fees, trading or acquisition costs.
Any conflicts of interest the pension or endowment may want to avoid will also be contemplated in the choice of each investment. After researching specific investments or investment managers, our recommendations will be presented to your board of directors or investment consultant, and compared to the initial investment policy.
After the investments have been approved and implemented, it is important to monitor the progress of each investment. We feel an independent or third party verification of results is prudent and usually a preferable method of determining if changes are necessary. We will provide clients with on-going research and reports for each investment and a comparative to benchmarks associated with each investment.
Above all, we believe availability and regular reviews are important. Our investment advisors will meet with clients on a quarterly basis to review the progress of their investments.
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