Investment Needs for Multi-Employer Benefit Plans
Are you maintaining a traditional plan or converting to a defined contribution format? Thinking about giving members direct investment choice? Whether considering a big strategic decision or managing the plan day-to-day, Taft-Hartley Plan Trustees face all the challenges of a corporate plan sponsor, and then some.
| How do we… | Bellwether can… |
|---|---|
| Secure promised benefits 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. |
| Maintain a level of investment choice; service; and advice our members find attractive? | Design investment policy and recommend an investment lineup for a member-directed plan. We’ll help you determine which investment vehicles work best; which asset classes to offer; and which features you’ll need to keep the plan competitive. |
| Detect performance problems before our members complain; or before funding becomes a problem? | Provide on-going monitoring of your investments; ensuring they are performing as expected and alerting you quickly when they’re not. Conduct manager searches when necessary to expand your program or replace under-performing products. 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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