Our Global Insurance Solutions team is committed to understanding our clients' investment objectives by applying our intellectual capital to help them see through their most challenging investment concerns and identifying the best possible solution together. Our dedicated insurance team covers all services, including Client Advisory, Strategy & Analytics, Portfolio Management, Investment Accounting & Reporting and Client Account Management.
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Liability Driven Investing
Our Liability Driven Investing approach is designed to stabilize pension funding volatility since pension clients typically need a combination of growth assets and fixed income to meet funding goals.
Our team focuses on designing and managing diversified portfolios, beginning with a thorough understanding of the pension plan’s liabilities and objectives. We solve for the return needs of the plan by analyzing minimum contribution requirements, the liability growth rate and the plan’s funded status. To determine the risk tolerance and allocation to hedging and growth assets, we analyze the size of the plan relative to the sponsor, the sponsor’s own financial circumstances and the target end-game.
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Outsourced CIO (OCIO)
Our Outsourced CIO team has been managing assets for pensions, endowments, foundations, and insurance companies in a full discretionary capacity for over 40 years. The group has an established track record as an investment manager and fiduciary with a special emphasis on asset allocation innovation and access to a broad range of public and private opportunities.
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Target Date Strategies
Our SmartRetirement target date funds seek to deliver consistent, long term results across a range of market cycles to help employees’ investments work harder for the future. Out SmartRetirement fund suites are intended to help individuals achieve income replacement during retirement by aiming to deliver consistent risk-adjusted returns throughout the retirement investment horizon.
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