Hewitt Investment Group strongly believes that allocation is one of the most important decisions that defined benefit plan sponsors can make. This decision alone is likely to have the greatest influence on your program’s investment success – or lack thereof. Pension investment performance also has a direct impact on your organization’s financial results.

Hewitt Investment Group consultants will lead you through a logical process using state-of-the-art modeling tools. This review will culminate in a written policy document that reflects your unique characteristics and needs.

Following our initial review of your investment program, we will assist you in selecting the strongest investment managers to implement your policies. We have a proven record of success in that area.

We also stay involved in the oversight of your investment program by assisting you in the evaluation and ongoing monitoring of your program. We focus on ensuring that your program remains successful and meets your long-term investment objectives.

These three activities – policy development, manager selection, and ongoing monitoring – are the key elements in assisting defined benefit clients in the development and maintenance of successful investment programs.