Investment Consulting

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Experiencing lackluster performance from traditional asset classes? Concerned that traditional definitions of “risk” do not address the specific unique risks of your organization? Looking for help with regulatory issues and internal governance audits?

Look no further than Buck. Our world-class investment consultants provide top-down strategic advice and specific investment recommendations that address your needs. We can help.

Our investment consultants work closely with the actuaries in our Asset/Liability Modeling practice in providing sophisticated stochastic forecasts for clients

Buck provides
investment solutions for:
  • Investment policy development and review 
  • Policy and governance benchmarking
  • Asset allocation customized to address your business risks, not merely an academic definition of risk generally 
  • Fund manager searches
  • Fund manager and portfolio performance monitoring

Contact us
Retirement@buckconsultants.com

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A major client was getting complaints about its 401(k) plan. Participants wanted more options, and better performance—there was no process to evaluate and eliminate underperforming investments.

Buck reviewed the plan and drafted an Investment Policy Statement. The Statement benchmarked performance and monitoring guidelines to make sure the plan was consistent across company-sponsored assets and a streamlined monitoring process.

 

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