Operating and pension assets, bond proceeds, nuclear decommissioning trusts, and asbestos trusts
Portfolios designed to optimize risk-adjusted return
Ability to customize and incorporate liability-driven investing and cash flow requirements
Can be customized to account for client environmental, social, and governance (ESG) considerations and can assist in helping meet 5% payouts
Operating, pension, insurance, self-insurance, and bond proceeds
Personalized client service with access to portfolio managers
Flexibility working with third-party administrators and coordination with health and welfare plans
An over 30-year relationship with our original Taft-Hartley client
Customized portfolios designed to meet total return, after-tax total return, book yield, and investment income objectives
Sensitivity to asset/liability profile, regulatory considerations, and liquidity requirements
Customized security-level regulatory reporting
Municipal bond management customized to your risk tolerance and after-tax income objectives
Equity strategies focused on tax efficiencies
Absolute return strategies with low correlation to traditional fixed income and equity market strategies
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