Investment Needs for Nonqualified Plans
Executives work hard for their money, and they expect their money to work hard for them. When they’re unhappy with their compensation program, you can bet you’ll hear about it quickly. Smart benefits managers go the extra mile to make sure key contributors have the tools for financial success.
| How do we… | Bellwether can… |
|---|---|
| Make our investment lineup as competitive and attractive as possible? | Structure an investment policy based on your plan’s goals and objectives. We’ll help you determine which investment vehicles work best with your plan; which asset classes to offer; and which features you’ll need to keep the plan competitive. |
| Make the most of the investment menu in our COLI platform? | Use constrained optimization techniques to find the best possible portfolio of investments. Our manager search methodology fully incorporates platform constraints and fee sharing arrangements to arrive at the best investment menu; given your administrative; tax; and budget objectives. |
| Contribute to corporate earnings where opportunities arise? | Develop asset/liability strategies to enhance corporate earnings by making smart investment decisions while managing risk. |
| Quantify our company’s earnings volatility and downside risk? | Use our capital market projections and stochastic modeling to give you a clear picture of cashflow risk for unfunded plans. |
| Satisfy advanced investors and inexperienced investors alike? | Analyze sophisticated investment options; including hedge funds; sector and concentrated funds. Build an effective education program that targets investors based on their experience and how much time they are willing to commit. |
| Make sure the program stays on track; with minimal commitment of staff time? | Provide on-going monitoring of your investments; ensuring they are performing as expected and alerting you quickly when they’re not. We’ll work closely with you to resolve issues before they become problems. |
| Stay on top of the market? | Provide insightful market updates; conduct focused research to address any special issue; provide real opinions; not generic rules of thumb. |
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