Investment Advisory & Portfolio Solutions - Capabilities and Services

1. Investment Advisory & Portfolio Solutions - Capabilities and Services Tactical Asset Allocation Advice Investment Policy & Research Implementation/ Portfolio Solutions Monitoring, Client Communications and Reporting Investment Risk Management • Asset Mix Rebalancing • Active/Passive Derivative Overlay Management • Passive Currency Management • Liability and Immunization Hedging • Funded Status Volatility Hedging • Tail Risk Hedging • Beta Replication/ Quantitative Indexing • Holistic Cash Management • Manager Selection • Transition Management • Develop Strategic Asset Allocation: Total Balance Sheet/Funded Status volatility and downside protection focus • Risk Mitigation Advisory and Structuring – Active LDI and funded status volatility hedging strategies – Tail Risk Hedging Strategies • Investment strategy and asset class research • Benchmarking and guidelines • Risk budgeting: monitor plan-level investment risk exposures • Periodic ALM refresh ensures alignment with policy objectives • Asset mix management oversight • Portfolio, counter-party, and derivative risk exposures • Investment guidelines and compliance • Operational assessment of investment managers • High-touch client service – SECOR Insourcing Model (on-site working partnership) • Detailed performance and SECOR CIO risk reporting • Plan exposure and investment compliance reporting • Trustee and Investment Committee reporting • Regular and ad-hoc client meetings • Customized client education programs • Identify Market Dislocation/ Special Situations TAA • Customized and risk-controlled allocations We provide the full suite of client-focused strategic policy advice and risk oversight