Investment Analysis
Manion’s regular reporting monitors investments, enabling plan sponsors to fulfil their fiduciary responsibilities and react, if appropriate, to changes in markets or performance levels.
Our comparative and measurement reporting capabilities and services are provided through our partnerships with HUB and RBC Dexia Investment Services.
TRUSTEES
Comprehensive Investment Management
Manion’s Pension team bring extensive experience managing complex pension funds, including:
- Establishing and managing Statement of Investment Policies and Procedures (SIP&P)
- Filing of SIP&P compliance verifications
- Monitoring and reporting on investment managers
- Supporting the search and selection of investment managers
- Providing cost-effective custodial services
TRUSTEES
Superior Performance Analysis
Your investments are the lifeblood of your pension plan, and you need to know that they’re performing well. Manion’s expert pension team will:
- Provide investment reporting including asset allocation versus asset mix policy, rates of return by asset class against market indices, relative portfolio rates of return against universe of pension funds and benchmarks
- Support overall strategic analysis and risk management