Our Approach
We offer all of the services necessary to enhance overall plan management for your institution.
- Investment Management
- Multi-manager platform
- Performance Reporting
- Comprehensive Monitoring
- Manager Replacement
- Portfolio Rebalancing
- Transition Management
- Fiduciary
- Annual ALM Studies
- Custom liability benchmarks
- Liability driven investing
- Objective-setting
- Investment guidelines
- Comprehensive reporting
- Online account access
- Accounting statements
- Global custody platform
- Technology leader
- Benefit payments
- Market/interest rate risk
- Funded status levels
- Cash requirements
- Financial impact
- Custom reporting
- Monitor risks
Our primary goal is to understand the objectives of your plan and to perform relevant analysis, in order to develop an investment strategy that appropriately addresses risk management measures.
For example, our current clients define a variety of goals for their plans, such as:
- Improve plan funded status and reduce funded status volatility
- Reduce plan contributions and avoid pension expense surprises
- Manage financial statement impact
- Improve portfolio diversification and investment performance
- Realize cost savings
We understand the goals, objectives and risk tolerance of plan sponsors vary across institutions. This is why we focus on our advisory and risk management capabilities, in order to set customized strategic action plans. The ISSG team of professionals seeks an ongoing, collaborative relationship with each client. Our approach includes the following steps:
- Consider the plan sponsor's goals and risk tolerance
- Compare strategies and investment options
- Determine fit of styles and strategies to plan
- Compare and contrast strategy
- Correlations and track records of performance
- Monitor performance and allocations
- Rebalance if appropriate
- Review guidelines periodically
We differentiate ourselves by having our investment professionals and pension / investment actuaries work closely together. This team approach ensures we are monitoring and reacting to factors that could inhibit our clients from reaching their stated goals.