U.S.
Take control of your plan
For many plan sponsors, utilizing multiple managers can provide style diversification and a degree risk reduction. However, aggregating data across multiple managers and making investment decisions in a timely manner can be very challenging. We can help you take control of your plan with our completion management and glidepath implementation services.
Completion Management Framework
For many plan sponsors, utilizing multiple managers can provide style diversification and a degree risk reduction. That being said, the role of oversight and governance can be a daunting task.
Our framework offers
- Timely measurement of funded ratios and hedge effectiveness
- Consistent liquidity and cash flow management
- Proactive rebalancing without disrupting underlying managers
- Robust plan performance and attribution analysis
Execute with speed and efficiency
Most plan sponsors who are looking to reduce risk also wish to do it over time and under favorable market conditions. The reality is reporting lags and lengthy decision-making processes often make the ability to react in a timely manner a challenge. Our glidepath implementation services allow us to act immediately to rebalance your portfolio when the desired triggers are reached.
Make the shift to managing relative to underlying plan benefit obligations
We understand that implementing an ALM framework requires making the shift from solely managing to market based indices, to managing relative to underlying plan benefit obligations. To this end, it is critical that plan sponsors retain a clear sightline to plan performance and attribution.
Timely and Transparent Reporting
At TDAM, we utilize our comprehensive ALM reporting platform to provide our clients timely and transparent information about their strategy.
Total Plan Reporting Items
- Asset and liability benchmark valuation
- ALM immunization statistics
- Liquidity characteristics
- Performance and attribution
- Risk dashboard