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Asset allocation process
Russell Strategic Review: Insight to help manage your pension plan challenges
New rules, new challenges
Recent pension regulation and accounting changes have made effective risk management critical for pension plan sponsors. Russell Strategic Review is designed to help you integrate pension plan management with your organization's overall risk management process.
How it works
Using a holistic approach, analytical tools and in-depth asset/liability processes, we can help you:
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- Determine the current state of your pension plan in relation to your business
- Establish integrated investment and funding policies to manage the financial impact of the pension plan on your organization
- Tie your investment decisions to specific concerns and goals
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The nuts and bolts...
- Data collection: Russell gathers data about the current state of
your plan and organization, relative to your future plan goals and objectives.
- Analysis: We then evaluate whether current contribution policies
and investment strategies will realistically allow you to reach your stated
objective. We:
- Implementation: This analysis can help you refine your funding policy,
investment strategy and asset allocation.
- Ongoing monitoring: Going forward, we'll help you monitor results
so you stay on track to meet your objectives. Russell Pension Funding Report
Card™ and interest rate management reporting provide metrics to analyze
trends and make necessary corrections.
Contact James or Gerry today to see how our world-class strategic advice and investment solutions can help your organization:
USI-3456
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