Asset Management
The selection and monitoring process is driven by our proprietary ScorecardSM System, grounded in both
quantitative and qualitative metrics. Zero to ten pass/fail criteria is clearly outlined with each independent investment review.
Our expertise in Asset Management consulting focuses on the following areas, which address both plan sponsor and plan participant
issues as it relates to non-qualified deferred compensation programs:
- Menu Construction and Monitoring
- Asset Allocation Advice and Model Portfolios
- Funding Adequacy and Benefit Security
- Asset/Liability and Tax Management
- Cost of Funding Vehicles (Mutual Funds/COLI)
Importantly, funding benefit plans to offset costs is a cornerstone of our experience; we may recommend a range of solutions from corporate owned life insurance, mutual funds or company stock. Also, best practices in asset management call for protective measures to mitigate benefit security concerns, all part of our full-service consulting.