Retirement Plans
LDI Strategies
We build custom LDI strategies designed to match the liability profile, goals, and risk tolerance of the plan sponsor. Our research professionals produce robust asset/liability analysis and interact daily with our portfolio management team to ensure successful implementation of tailored portfolios. Our LDI investment process is rooted in actual market conditions and guided by a strong risk management discipline.
Cash Balance Strategies
We craft custom institutional solutions for large Cash Balance Plans and offer scalable separate account strategies for startup and smaller plans. The scalable strategies, which are implemented with ETFs, are designed and managed to meet common Cash Balance Plan objectives including principal protection, common interest crediting rate targets and an awareness of the annual investment horizon.
Cash Balance CITs
Cash Balance Collective Investment Trusts (CITs) offer plans efficient access to investment solutions designed and managed to meet common Cash Balance Plan objectives.