Services
Offered
• evaluation of investment risk
• development of investment
objectives
• development of long-term investment policy
• development of benchmarks
• investment education and communication
• analysis of investment beliefs
• active versus passive management
• specialist versus balanced management
• development of investment management structure
• assistance with investment manager searches
• analysis of defined contribution (DC) pension plan and group RRSP
investment options
• evaluation of investment manager performance
• evaluation of investment committee governance structure
• responsibilities of the investment committee, reporting and evaluation
• retirement planning
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© 2002 Satanove & Flood Consulting Ltd.® All Rights Reserved.
