Investment Consulting

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
  • Valuations
  • Settlements
  • Block annuity purchases

Plan Designs

  • 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.

Asset/Liability Modeling

Style Analysis

Simulations and Projections