By focusing on asset returns vs. conventional benchmarks rather than projected liabilities, many plan sponsors have found themselves with a significant mismatch in assets and liabilities just as stricter pension regulations are being enforced. Our defined benefit investment consulting services include:

• Partnering with you to understand your investment and business objectives
• Establishing a process for setting asset allocation to meet your goals
• Helping you manage asset/liability mismatches and reduce liability risk
• Ability to meet shifting liability obligations
• Helping you focus on liability-driven investing
• Providing return seeking strategies