Investment Needs for Pension Plans
Traditional and cash-balance plans have a major impact on your organization’s bottom line. We help sponsors prioritize objectives for risk management and return enhancement, match to long-duration actuarial liabilities, and get the most from their investment managers.
| How do we… | Bellwether can… |
|---|---|
| Secure promised benefits and enhance company performance by achieving maximum total return? | Review investment policy to improve portfolio efficiency; conduct a thorough review of managers during the selection process and on an ongoing basis. |
| Control earnings volatility and limit funding risk? | Use mean-variance and mean-semivariance analysis to project volatility and maximum probable loss consistent with desired returns; monitor manager risk characteristics not just returns. |
| Achieve our investment objectives at the lowest possible cost? | Benchmark manager expenses; incorporate fee analysis into strategy formulation and manager selection; do the work so your team can stay focused on making decisions. |
| Communicate effectively with our Board and other decision-makers while resolving different points of view? | Develop clear written policy and mandates putting all parties on the same page; distill volumes of detail into reports appropriate for the audience; facilitate meetings challenge senior leaders with grace provide clear and unambiguous recommendations. |
| Make sure the plan 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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