Services We Provide

Pension

  • Traditional DB plan liability analysis.
  • LDI glidepath development; funded ratio volatility analysis, CDI/ LDI benchmark construction; strategic asset allocation.
  • Discount rate method and curve evaluation.
  • Benchmark recommendation and / or construction, traditional or liability-driven.
  • Cash Balance plan strategic asset allocation.
  • Public pension plan ASOP No.4 strategic asset allocation and reporting.
  • DC retirement income strategies.
  • Stable Value: guideline analysis and recommendation. 

Insurers

  • ALM, LDTI and investment strategy development for life, annuity, LTC and other long-tail lines of business
  • Income, surplus and RBC-focused asset allocation optimization for traditional P&C, Reinsurance, captives, run-offs 
  • Actuarial, accounting, and regulatory analysis and reporting, such as IFRS 9/17 and SII implementation and AG53 analysis.

Other Capabilities:

  • Education
  • Project funding
  • Debt defusement 
  • Capital market risk and analytics 

We provide unique, in-depth consulting services to asset managers, pension plans and insurance companies