Investment and Risk Management
For a pension plan, a foundation, or any long-term investment program, investment income generates a significant portion of the amounts required to pay benefits. Thus, investment risks are not to be taken without reason. For stakeholders, it is essential to fully understand the level of investment risk and the rewards that come with taking those risks. In addition, responsible investment, including the transition to a circular economy, is experiencing unprecedented growth around the world. Pension funds and foundations can play a role in this transition since their investment portfolios contain several shares of companies targeted by it. SAI has developed a concrete and effective approach to support you in the responsible investment process, regardless of the degree of involvement targeted.
With a holistic view that considers the participants’ and beneficiaries’ needs, the plan’s liability, and the impact on required contributions, SAI professionals know how to guide our clients in making these investment decisions. Our forward-thinking consulting services aim to strike an appropriate balance between the cost of benefits and the investment risks. Above all, we make sure to provide value-added services for our clients.
Services we offer:
- Preparing and reviewing a statement of investment policies and procedures
- Investment management report
- Risk management consulting
- Researching and transitioning for investment managers
- Stochastic studies
- Responsible investment values and objectives workshop
- Responsible investment policy development and review
- Responsible Investment goal tracking tools
- Investment management structure modifications
- Liquidity management
- Rebalancing process
- Training
