Strike the right balance
The goal of Asset Liability Management (ALM) is not to maximize the return of the asset portfolio, but rather to maximize the asset portfolio's performance relative to your underlying liabilities. The breadth of available investment instruments and an ALM practitioner's ability to put them together with purpose can create opportunities in an otherwise challenging environment.
Achieve your plan's funding goals
Plan sponsors generally want to minimize the liability shortfall probability, given a desired return. Alternatively, you may want to maximize your funding ratio, given a specified risk appetite.
Whatever your objectives, we will design a solution that:
- Takes a holistic approach considering all assets and liabilities
- Finds the best opportunities among all asset classes
- Works within your risk appetite
Take control of your plan with our total portfolio services
We can help you take control of your plan with our completion management and glide path implementation services. Learn more