Our investment approach has been created to help each client arrive at a solution that best fits their individual plan goals and risk tolerances. We have designed a flexible investment framework that embraces the ongoing needs of each plan from the discovery to the implementation phase.
Our LDI team partners with clients and their advisors to help them manage risk and try to reach their pension goals
This approach allows the team to develop customized portfolios to each client's goals and risks
The team utilizes a Pension Risk Management framework to manage the relative volatility of assets and liabilities