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How do we... |
Bellwether can... |
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Make
our investment lineup as competitive and attractive as possible? |
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Structure an
investment policy based on
your plan’s goals and objectives. We’ll help you determine which
investment vehicles work best with your plan, which asset classes to
offer, and which features you’ll need to keep the plan competitive. |
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Make the most of the investment menu in our COLI
platform? |
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Use constrained optimization techniques
to find the best possible portfolio of investments.
Our
manager search methodology
fully incorporates platform constraints and fee sharing arrangements
to arrive at the best investment menu, given your administrative,
tax, and budget objectives. |
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Contribute to corporate earnings where
opportunities arise? |
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Develop
asset/liability strategies to
enhance corporate earnings by making smart investment decisions
while managing risk. |
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Quantify
our company’s earnings volatility and downside risk? |
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Use our
capital market
projections and stochastic modeling to give you a clear picture of
cashflow risk for unfunded plans. |
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Satisfy advanced investors and
inexperienced investors alike? |
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Analyze sophisticated investment
options, including hedge funds, sector and concentrated funds.
Build an effective education
program that targets investors based on their experience and how
much time they are willing to commit. |
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Make
sure the program stays on track, with minimal commitment of staff
time? |
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Provide
on-going monitoring of your
investments, ensuring they are performing as expected and alerting
you quickly when they’re not. We’ll work closely with you to resolve
issues before they become problems. |
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Stay on top of the market? |
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Provide insightful
market updates; conduct focused research to address any special
issue; provide real opinions, not generic rules of thumb. |
