Institutional Expertise
Our team has experience in working with institutional investors of all sizes, ranging from local endowments to some of the largest retirement and pension funds in the world. Our partners have either managed assets, retirement plans or outsourced investment programs for institutional clients throughout their careers. We have an understanding of the fiduciary standards and best practices required of institutional investors whether they be endowments & foundations, corporate retirement plans or other pools of capital that require professional management and oversight.
- Investment Policy Statement
- Discretionary Services
- Committee Governance
- Manager Due Diligence & Oversight
- Vendor Searches
- Plan Design
- Education
- ESG Capability
Overview Of Program Goals
Investment Program Management
Research & Analytics
Governance & Oversight
Retirement Plan Expertise
Our team serves as an objective guide for plan sponsors, helping them to navigate the maze of investment plan options, plan design considerations, participant education, vendor resources, and meeting their fiduciary responsibilities to optimize the value of their retirement plans. As an independent investment advisor, we assist our clients in structuring qualified and non-qualified retirement plans that align with their specific goals, objectives and economic parameters.
Fiduciary
Support
- Investment Policy Statement
- Manager Selection
- Performance Monitoring
- Performance Evaluation
- Fiduciary Requirements
Plan
Benchmarking
- Independent Evaluations
- Engagement with Retirement Plan Committee
- Benchmarking for Plan Objectives
- Industry Data & Comparisons
- Value & Fee Analysis
Participant
Education
- Quarterly Communications
- Enrollment Meetings
- Customized Education Programs
- Demographic Needs Assessment
- PWMA University