Investment Advisory for Defined Benefit Plans
The Shields Associates' team has extensive experience consulting on corporate defined benefit plans and integrating best practice initiatives for pension plan investment management. Our consultants possess industry-leading knowledge about issues specific to corporate retirement plans, and our innovative investment perspectives and advice go beyond asset strategy selection and monitoring of investment managers. We have a record of improving defined benefit plan performance as well as working through challenging investment scenarios.
We help our clients design and manage pension programs that are in alignment with a corporation's objectives. Initial work often includes defining long-term goals and investment risk tolerance, followed by tailored strategies and recommendations that are best suited to the client's plan.
Our defined benefit plan research stays current with our clients' concerns and initiatives including
- Interest Rate Exposure and Downside Risk
- Pension Cost (Cash and Expense)
- Alternative Investments
- Manager Added-Value
- Custodian/Trustee Pricing
Sponsors benefit from our approach that actively seeks out the most attractive current investment opportunities, instead of relying solely on strategic policy allocations.
