With over a quarter century of experience in serving pension plan sponsors, we recognize and understand the impact that funding volatility has on our clients’ balance sheets.  Managing that instability is at the forefront of our recommended strategies.  We work directly with our clients’ asset management organizations and actuaries to prepare strategies and solutions tied to our clients’ goals and objectives.  

To prudently mitigate risks present in pension plans, PearlStreet:

• Maintains a customized pension plan “dashboard” that exhibits actuarial and funding status data generated from the plan’s actuary, as well as the plan’s IPS allocations and constraints (i.e., Dynamic Asset Allocation tolerances), and the plan’s liability-driven investment (LDI) matching analysis.
• Recommends portfolios be populated by a cost-conscious, active where it matters and passive where it saves approach to investment management.