In today’s complex and volatile financial environment, defined benefit plan sponsors have a range of investment options. But which options best address risk-adjusted investment objectives while meeting the highest possible governance requirements?
Many options include prepackaged active investment management solutions focused on performance against market benchmarks instead of financial and plan funding objectives. But active management strategies can pose significant implementation challenges, the potential for heightened volatility, a need for increased monitoring and due diligence – and higher fees.
Sponsors are left with basic questions:
- What investment approach might best support my financial strategy for my DB pension plan?
- Where can I find a customized, total management solution?
- How can I leverage my limited staff and resources yet still meet my plans financial objectives?