Epoch offers a breadth of investment management services to Defined Benefit plans managed by plan trustees. Our custom solutions–with on-going management and monitoring–are designed to meet the clearly articulated goals and objectives outlined in the Investment Policy Statement we create for our clients.
Our defined benefit services include plan design, portfolio construction, funding considerations, and collaboration with the employer’s Investment Committee and actuaries to fully understand the current and future liabilities of the plan. With many of our nation’s defined benefit plans underfunded due to low interest rates and employees living longer (just two reasons), it becomes critically important that the plan’s portfolio is properly designed to fulfill the plan’s goals. During our portfolio construction process, we help our clients understand the risks in various equity/bond mixes. We emphasize diversification and we attempt to select the best low cost investments in order to increase the success of meeting your goals and objectives.
Our framework and understanding of the long-term objectives of your defined benefit plan ensure that your plan functions optimally and is supported by a well-documented process.