Asset Liability Investment Strategy
PEI considers the unique characteristics of each client’s pension plan when we review a plan’s assets against its liability valuation. We factor in liability risks such as interest rates, price and wage inflation, and longevity. The resulting investment strategy is in tune with the various types of financial investment instruments, like interest rate futures and swaps, to optimize interest rate hedging. Our proven process of customizing data analysis and reviewing sensitivity to capital market variables facilitates prudent decisions and fiduciary protection.
Our difference is demonstrated in how we:
- Partner with a plan’s actuary to apply a comprehensive, multi-step process that uses sophisticated system tools to model various economic scenarios to deliver customized reporting
- Are knowledgeable in how to gather the right client-specific data, structure and focus scenarios, and use appropriate strategies to best manage each client’s unique sensitivity to risk
- Effectively communicate customized investment analysis to best meet the needs of the client’s pension, endowment, or foundation goals and objectives