BH1 Consulting: Defined Benefit & Investment Structure Advisory Services
 Liability Management
Rates change daily. Do you understand the metrics or know the time to match your assets and liabilities?
Allow BH1 to assist your defined benefit plan with:
- Strategic asset/liability matching analysis
- Active tracking of liability funded status
- Analysis of the financial statement impact and funding impact of changes in liabilities
- LDI proposal reviews
- Annuitization cost analysis
Alternative Investment Review
Alternative investments have become a recognized asset class when assessing diversification within your portfolio. BH1 consultants have significant experience in diligence of alternative investments and can be a part of your team for:
- Direct real estate transaction review
- Direct private equity evaluations
Portfolio & Performance Measurement
Consider BH1 to provide a third-party, independent analysis of Defined Benefit Plan performance. We will create a custom plan performance model to empower your organization’s financial awareness. In addition to the quantitative reporting, BH1 Consultants may provide a Portfolio Composition and Investment Manager Review.
Investment Manager Selection
BH1 consultants are available to provide you support in interviewing and negotiating with investment managers. Additionally, we offer oversight and assessments of investment managers if your organization has active managers.
New Trustee Orientation
BH1 consultants can offer insight to New Trustees of existing Defined Benefit Plans on how to structure their team, organize their investment decision making process, and provide exemplary oversight of the Plan. This may also include the creation or review of an Investment Policy Statement.
|
Financial Restructuring