Elements of Investment Consulting
- Statement of Investment Policies & Procedures (SIP&P) Review & Design
- Investment Manager Search
- Fund Profiling
- Fund Monitoring
- Performance Reporting
- Asset Mix Modeling
- Sensitivity Analysis
- Liability Driven Investing
- Employee Communication
Managing Your Pension Plan's Service Providers
Proteus offers complete consulting support for the review and evaluation of actuarial and record-keeping services. As we do not provide these services in-house, we have no bias or conflicts of interest. We match suppliers to your needs rather than you being matched to their services.
- Actuarial Search
- Record Keeper Search
- Block Annuity Purchases
- Defined Benefit Pension Plans
- Capital Accumulation Plans: Defined Contribution Pension Plan, DPSP, and Group RRSP Programs
- Foundation & Endowment Programs
Proteus is able to capitalize on its industry experience, access to leading edge fund manager information, and investment modelling tools to create customized investment policies.
Investment Consulting Resources
Proteus subscribes to numerous leading thirdy party investment databases and investment optimization and modeling tools.