Discretionary Consulting

Discretionary Consulting

In rapidly-changing capital markets, fiduciaries need to be nimble, flexible and informed to manage plan assets effectively. That can seem impossible when their board meets only a handful of times a year. Segal Marco’s Discretionary Consulting professionals make it possible to move more quickly — to seize on new investment opportunities, hire and replace managers or act on short-term market movements. Our seasoned investment professionals take day-to-day responsibility for managing the plan’s investment program, either in its entirety or for a portion such as alternative investments — freeing up trustees to focus on core business goals and participant needs.

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Benefits Beyond Better Investment Returns?

This Investment Insight discusses the drivers behind the growth of the industry and some innovations and ideas that Segal Rogerscasey Canada believes providers should offer to be able to manage a strong-performing asset pool.

Benefits Beyond Better Investment Returns?
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Amy Forebaugh

Amy Forebaugh
Senior Vice President

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