Board and Trustee Training:
We provide online and in-person training designed to help decision-makers vet external money managers and service providers, optimize internal investment risk and valuation policies and identify investment fiduciary pitfalls. Pension Governance, LLC is recognized by the CFA Institute as an approved learning provider.
Focus Groups and Surveys:
Want to know what your pension clients think about your investment products and services? We design and conduct surveys, analyze statistical results and offer recommendations based on our in-depth and independent research.
Litigation Support:
We assist regulators, attorneys and insurance underwriters with economic analysis, damage estimates and forensic examination of evidence related to pension plan and 401(k) plan investment strategy and performance. Corporate clients benefit from our Litigation RoadmapSM, a tool that highlights investment risk exposures and offers suggestions for improvements.
Model Validation and Valuation Process:
How well do you understand the mark to market or mark to model numbers you receive? We review the numbers for reasonableness, assess the quality of data and analytics and recommend improvements. |
