Tag: Investment Consulting

Five Questions to Ask your Investment or Pension Consultant

Many organization know they could benefit from the professional advice of an investment or pension consultant, but do not know where to find one that will be appropriate for their organization. Added to this is the fact that some consultants have embedded conflicts, or service models, that do not fit all plan sponsors' needs or budgets. We’ve put together...

The decline of active management

Ryan takes a look at managers through an active share lens to classify managers into different styles of active management. He then combines active share with tracking error (discussed in the previous article) to determine the true style of investment funds. This article was first published in Benefits Canada. Follow this link. http://www.benefitscanada.com...

Pension plans may be underutilizing the services of their consultant

Pension committees are typically composed of management staff with core responsibilities which have nothing to do with pension governance and investment monitoring. For this reason, it is not unusual for pension committees to engage third party consultants to periodically facilitate investment reviews. One could equate this to periodically getting different...