Investment and Risk Management

Investment and Risk Management

For a pension plan, a foundation, or any long-term investment program, investment income generates a significant portion of the amounts required to pay benefits. Thus, investment risks are not to be taken without reason. For stakeholders, it is essential to fully understand the level of investment risk and the rewards that come with taking those risks. With a holistic view that considers the participants’ and beneficiaries’ needs, the plan’s liability, and the impact on required contributions, SAI professionals know how to guide our clients in making these investment decisions. Our forward-thinking consulting services aim to strike an appropriate balance between the cost of benefits and the investment risks. Above all, we make sure to provide value-added services for our clients.

Services we offer:

  • Preparing and reviewing a statement of investment policies and procedures 
  • Investment management report
  • Risk management consulting
  • Researching and transitioning for investment managers
  • Stochastic studies
  • Investment management structure modifications
  • Liquidity management
  • Rebalancing process
  • Training

Our Other Expertise

We assist you in analyzing company and government published data or in simplifying all types of financial information.


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