Managing Your Pension Plan's Service Providers
Proteus offers complete consulting support for the review, and evaluation of actuarial and record-keeping services. As we do not provide these services in-house, we have no bias or conflicts of interest. We match suppliers to your needs rather than you being matched to their services.
- Actuarial Search
- Record keeper search
- Block annuity purchases
- Defined Benefit Pension Plans
- Capital Accumulation Plans: Defined Contribution Pension Plan, DPSP and Group RRSP Programs
- Foundation and Endowment programs
Proteus capitalizes on its industry experience, access to leading edge fund manager information and investment modelling tools to create customized investment policies.
Elements of Investment Consulting
- Statement of Investment Policies & Procedures (SIP&P) review and design
- Investment manager search
- Fund profiling
- Fund monitoring
- Performance reporting
- Asset mix modeling
- Sensitivity analysis
- Liability driven investing
- Employee communication
Investment Consulting Resources
Proteus subscribes to numerous leading third party investment databases, and investment optimization and modeling tools.