Pension Plans

Hirtle Callaghan helps Plan Sponsors to address the challenges posed by pension reform. We provide insightful analysis and customized solutions to ensure that pension portfolios are designed to meet funding objectives while managing costs and volatility risk. Our dedicated investment officers develop a detailed investment plan reflecting projected liabilities, financial objectives and constraints, along with conducting asset/liability studies to support informed decisions about risk.

Our tailored investment policy statements document plan objectives, investment guidelines and principles governing investment selection and review. We help our clients to define sensible asset rebalancing guidelines and appropriate investment policies with the goal of exercising better fiduciary oversight of plan portfolios.